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BLUIX vs RLBFX
BLUIX vs RLBFX Comparison
Open Charts BLUIX vs RLBFX
Blueprint Adaptive Growth Allc Instl
Price$13.94
Change+$0.12 (+0.87%)
VolumeN/A
Net Assets171.06M
American Funds American Balanced R5
Price$33.33
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets224.6B
BLUIX vs RLBFX Comparison Chart
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BLUIX vs. RLBFX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BLUIX is a StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 225B vs. BLUIX (171M). RLBFX pays higher dividends than BLUIX: RLBFX (2.26) vs BLUIX (0.50). BLUIX was incepted earlier than RLBFX: BLUIX (5 years) vs RLBFX (23 years). BLUIX (1.33) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. BLUIX (81.00). RLBFX has a lower initial minimum investment than BLUIX: RLBFX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 4.55 vs. RLBFX (1.94). BLUIX return over 5 years is better than : 39.08 vs. RLBFX (34.28).
| BLUIX | RLBFX | BLUIX / RLBFX | |
| Total Expense Ratio | 1.30 | 0.30 | 433% |
| Annual Report Gross Expense Ratio | 1.33 | 0.30 | 443% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -6.432 | -3.733 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 225B | 0% |
| Annual Yield % from dividends | 0.50 | 2.26 | 22% |
| Returns for 1 year | 4.55 | 1.94 | 234% |
| Returns for 3 years | 12.57 | 12.83 | 98% |
| Returns for 5 years | 39.08 | 34.28 | 114% |
| Returns for 10 years | N/A | 45.85 | - |
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