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BALCX vs BLUIX
BALCX vs BLUIX Comparison
Open Charts BALCX vs BLUIX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Blueprint Adaptive Growth Allc Instl
Price$15.71
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets192.55M
BALCX vs BLUIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. BLUIX (193M). BALCX pays higher dividends than BLUIX: BALCX (1.16) vs BLUIX (0.45). BALCX was incepted earlier than BLUIX: BALCX (25 years) vs BLUIX (5 years). BALCX (1.31) and BLUIX (1.27) have similar cost to investors . BLUIX is a more actively managed with annual turnover of: 151.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than BLUIX: BALCX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 10.92 vs. BALCX (9.12). BLUIX return over 5 years is better than : 42.94 vs. BALCX (35.50).
| BALCX | BLUIX | BALCX / BLUIX | |
| Total Expense Ratio | 1.31 | 1.31 | 100% |
| Annual Report Gross Expense Ratio | 1.31 | 1.27 | 103% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 10.835 | 6.364 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 193M | 134,197% |
| Annual Yield % from dividends | 1.16 | 0.45 | 257% |
| Returns for 1 year | 9.12 | 10.92 | 84% |
| Returns for 3 years | 37.20 | 37.43 | 99% |
| Returns for 5 years | 35.50 | 42.94 | 83% |
| Returns for 10 years | 67.85 | N/A | - |
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