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BLUIX vs RLBFX
BLUIX vs RLBFX Comparison
Open Charts BLUIX vs RLBFX
Blueprint Adaptive Growth Allc Instl
Price$15.72
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets190.42M
American Funds American Balanced R5
Price$37.82
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets255.46B
BLUIX vs RLBFX Comparison Chart in %
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BLUIX vs. RLBFX commentary
Aug 30, 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: 255B vs. BLUIX (190M). RLBFX pays higher dividends than BLUIX: RLBFX (2.08) vs BLUIX (0.46). BLUIX was incepted earlier than RLBFX: BLUIX (5 years) vs RLBFX (23 years). BLUIX (1.27) 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). BLUIX annual gain was more profitable for investors over the last year : 9.11 vs. RLBFX (8.40). BLUIX (39.54) and RLBFX (39.12) have equivalent 5 years return.
| BLUIX | RLBFX | BLUIX / RLBFX | |
| Total Expense Ratio | 1.31 | 0.29 | 452% |
| Annual Report Gross Expense Ratio | 1.27 | 0.29 | 438% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 5.958 | 10.801 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 255B | 0% |
| Annual Yield % from dividends | 0.46 | 2.08 | 22% |
| Returns for 1 year | 9.11 | 8.40 | 109% |
| Returns for 3 years | 35.39 | 36.67 | 97% |
| Returns for 5 years | 39.54 | 39.12 | 101% |
| Returns for 10 years | N/A | 77.18 | - |
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