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BALCX vs BLUIX
BALCX vs BLUIX Comparison
Open Charts BALCX vs BLUIX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Blueprint Adaptive Growth Allc Instl
Price$16.62
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets216M
BALCX vs BLUIX Comparison Chart in %
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BALCX vs. BLUIX commentary
Dec 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 BALCX is a StrongBuy and BLUIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. BLUIX (216M). BALCX pays higher dividends than BLUIX: BALCX (1.08) vs BLUIX (0.42). BALCX was incepted earlier than BLUIX: BALCX (25 years) vs BLUIX (6 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 : 9.27 vs. BALCX (8.45). BLUIX return over 5 years is better than : 45.45 vs. BALCX (34.89).
| 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 | 6 years | - |
| Gain YTD | 15.810 | 12.661 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 216M | 124,537% |
| Annual Yield % from dividends | 1.08 | 0.42 | 256% |
| Returns for 1 year | 8.45 | 9.27 | 91% |
| Returns for 3 years | 37.32 | 45.32 | 82% |
| Returns for 5 years | 34.89 | 45.45 | 77% |
| Returns for 10 years | 66.76 | N/A | - |
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