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BLUIX vs RLEFX
BLUIX vs RLEFX Comparison
Open Charts BLUIX vs RLEFX
Blueprint Adaptive Growth Allc Instl
Price$15.11
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets185.39M
American Funds American Balanced R5E
Price$36.80
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.03B
BLUIX vs RLEFX Comparison Chart in %
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BLUIX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. BLUIX (185M). RLEFX pays higher dividends than BLUIX: RLEFX (2.01) vs BLUIX (0.47). BLUIX was incepted earlier than RLEFX: BLUIX (5 years) vs RLEFX (10 years). BLUIX (1.27) 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 : 7.00 vs. BLUIX (5.20). BLUIX return over 5 years is better than : 43.73 vs. RLEFX (41.24).
| BLUIX | RLEFX | BLUIX / RLEFX | |
| Total Expense Ratio | 1.31 | 0.39 | 336% |
| Annual Report Gross Expense Ratio | 1.27 | 0.39 | 326% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 2.302 | 8.047 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 252B | 0% |
| Annual Yield % from dividends | 0.47 | 2.01 | 23% |
| Returns for 1 year | 5.20 | 7.00 | 74% |
| Returns for 3 years | 30.50 | 36.71 | 83% |
| Returns for 5 years | 43.73 | 41.24 | 106% |
| Returns for 10 years | N/A | N/A | - |
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