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BLUIX vs RLEFX
BLUIX vs RLEFX Comparison
Open Charts BLUIX vs RLEFX
Blueprint Adaptive Growth Allc Instl
Price$14.71
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets182.71M
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
BLUIX vs RLEFX Comparison Chart
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BLUIX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. BLUIX (183M). RLEFX pays higher dividends than BLUIX: RLEFX (2.09) vs BLUIX (0.49). BLUIX was incepted earlier than RLEFX: BLUIX (5 years) vs RLEFX (10 years). BLUIX (1.33) is less costly to investors than RLEFX (0.39). BLUIX is a more actively managed with annual turnover of: 151.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than BLUIX: RLEFX (250) vs BLUIX (5000). RLEFX annual gain was more profitable for investors over the last year : 7.31 vs. BLUIX (5.74). BLUIX return over 5 years is better than : 41.26 vs. RLEFX (35.83).
| BLUIX | RLEFX | BLUIX / RLEFX | |
| Total Expense Ratio | 1.30 | 0.39 | 333% |
| Annual Report Gross Expense Ratio | 1.33 | 0.39 | 341% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | -0.948 | 4.776 | -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 | 2.09 | 23% |
| Returns for 1 year | 5.74 | 7.31 | 79% |
| Returns for 3 years | 21.90 | 22.75 | 96% |
| Returns for 5 years | 41.26 | 35.83 | 115% |
| Returns for 10 years | N/A | N/A | - |