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BALCX vs BLUIX
BALCX vs BLUIX Comparison
Open Charts BALCX vs BLUIX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Blueprint Adaptive Growth Allc Instl
Price$15.60
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets190.05M
BALCX vs BLUIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. BLUIX (190M). BALCX pays higher dividends than BLUIX: BALCX (1.18) vs BLUIX (0.46). BALCX was incepted earlier than BLUIX: BALCX (24 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 : 10.22 vs. BALCX (7.16). BLUIX return over 5 years is better than : 42.69 vs. BALCX (33.87).
| BALCX | BLUIX | BALCX / BLUIX | |
| Total Expense Ratio | 1.31 | 1.31 | 100% |
| Annual Report Gross Expense Ratio | 1.31 | 1.27 | 103% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 9.274 | 5.619 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 190M | 134,737% |
| Annual Yield % from dividends | 1.18 | 0.46 | 255% |
| Returns for 1 year | 7.16 | 10.22 | 70% |
| Returns for 3 years | 27.12 | 32.81 | 83% |
| Returns for 5 years | 33.87 | 42.69 | 79% |
| Returns for 10 years | 59.19 | N/A | - |
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