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BLUIX vs RLBFX
BLUIX vs RLBFX Comparison
Open Charts BLUIX vs RLBFX
Blueprint Adaptive Growth Allc Instl
Price$14.71
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets182.71M
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
BLUIX vs RLBFX Comparison Chart
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BLUIX vs. RLBFX commentary
Jun 07, 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: 243B vs. BLUIX (183M). RLBFX pays higher dividends than BLUIX: RLBFX (2.18) vs BLUIX (0.49). BLUIX was incepted earlier than RLBFX: BLUIX (5 years) vs RLBFX (23 years). BLUIX (1.33) is less costly to investors than RLBFX (0.29). BLUIX is a more actively managed with annual turnover of: 151.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than BLUIX: RLBFX (250) vs BLUIX (5000). RLBFX annual gain was more profitable for investors over the last year : 7.43 vs. BLUIX (5.74). BLUIX return over 5 years is better than : 41.26 vs. RLBFX (36.46).
| BLUIX | RLBFX | BLUIX / RLBFX | |
| Total Expense Ratio | 1.30 | 0.29 | 448% |
| Annual Report Gross Expense Ratio | 1.33 | 0.29 | 459% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -0.948 | 4.819 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 243B | 0% |
| Annual Yield % from dividends | 0.49 | 2.18 | 22% |
| Returns for 1 year | 5.74 | 7.43 | 77% |
| Returns for 3 years | 21.90 | 23.09 | 95% |
| Returns for 5 years | 41.26 | 36.46 | 113% |
| Returns for 10 years | N/A | 62.07 | - |
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