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BLUIX vs RLEFX
BLUIX vs RLEFX Comparison
Open Charts BLUIX vs RLEFX
Blueprint Adaptive Growth Allc Instl
Price$14.22
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets174.13M
American Funds American Balanced R5E
Price$34.33
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
BLUIX vs RLEFX Comparison Chart
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BLUIX vs. RLEFX commentary
Apr 04, 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: 234B vs. BLUIX (174M). RLEFX pays higher dividends than BLUIX: RLEFX (2.16) vs BLUIX (0.50). BLUIX was incepted earlier than RLEFX: BLUIX (5 years) vs RLEFX (9 years). BLUIX (1.33) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. BLUIX (81.00). RLEFX has a lower initial minimum investment than BLUIX: RLEFX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 4.75 vs. RLEFX (4.47). RLEFX return over 5 years is better than : 51.23 vs. BLUIX (45.42).
| BLUIX | RLEFX | BLUIX / RLEFX | |
| Total Expense Ratio | 1.30 | 0.40 | 325% |
| Annual Report Gross Expense Ratio | 1.33 | 0.40 | 333% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | -3.995 | 0.446 | -896% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 234B | 0% |
| Annual Yield % from dividends | 0.50 | 2.16 | 23% |
| Returns for 1 year | 4.75 | 4.47 | 106% |
| Returns for 3 years | 10.62 | 12.95 | 82% |
| Returns for 5 years | 45.42 | 51.23 | 89% |
| Returns for 10 years | N/A | N/A | - |
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