BLUIX
Price
$15.11
Change
-$0.06 (-0.40%)
Updated
Jul 11 closing price
Net Assets
185.39M
RLBGX
Price
$36.86
Change
-$0.12 (-0.32%)
Updated
Jul 11 closing price
Net Assets
252.03B
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BLUIX vs RLBGX

Header iconBLUIX vs RLBGX Comparison
Open Charts BLUIX vs RLBGXBanner chart's image
Blueprint Adaptive Growth Allc Instl
Price$15.11
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets185.39M
American Funds American Balanced R6
Price$36.86
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets252.03B
BLUIX vs RLBGX Comparison Chart in %
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BLUIX vs. RLBGX commentary
Jul 15, 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 RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. BLUIX (185M). RLBGX pays higher dividends than BLUIX: RLBGX (2.15) vs BLUIX (0.47). BLUIX was incepted earlier than RLBGX: BLUIX (5 years) vs RLBGX (16 years). BLUIX (1.27) is less costly to investors than RLBGX (0.25). BLUIX is a more actively managed with annual turnover of: 151.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than BLUIX: RLBGX (250) vs BLUIX (5000). RLBGX annual gain was more profitable for investors over the last year : 7.17 vs. BLUIX (5.20). BLUIX (43.73) and RLBGX (42.13) have equivalent 5 years return.
BLUIXRLBGXBLUIX / RLBGX
Total Expense Ratio1.310.25524%
Annual Report Gross Expense Ratio1.270.25508%
Fund Existence5 years16 years-
Gain YTD2.3028.14228%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets185M252B0%
Annual Yield % from dividends0.472.1522%
Returns for 1 year5.207.1773%
Returns for 3 years30.5037.3082%
Returns for 5 years43.7342.13104%
Returns for 10 yearsN/A66.20-
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