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BLUIX vs CLBCX
BLUIX vs CLBCX Comparison
Open Charts BLUIX vs CLBCX
Blueprint Adaptive Growth Allc Instl
Price$15.60
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets190.05M
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
BLUIX vs CLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. BLUIX (190M). CLBCX pays higher dividends than BLUIX: CLBCX (1.12) vs BLUIX (0.46). BLUIX was incepted earlier than CLBCX: BLUIX (5 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than BLUIX (1.27). BLUIX is a more actively managed with annual turnover of: 151.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than BLUIX: CLBCX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 10.22 vs. CLBCX (7.14). BLUIX return over 5 years is better than : 42.69 vs. CLBCX (34.64).
| BLUIX | CLBCX | BLUIX / CLBCX | |
| Total Expense Ratio | 1.31 | 1.35 | 97% |
| Annual Report Gross Expense Ratio | 1.27 | 1.35 | 94% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 5.619 | 9.208 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 256B | 0% |
| Annual Yield % from dividends | 0.46 | 1.12 | 41% |
| Returns for 1 year | 10.22 | 7.14 | 143% |
| Returns for 3 years | 32.81 | 27.58 | 119% |
| Returns for 5 years | 42.69 | 34.64 | 123% |
| Returns for 10 years | N/A | 65.77 | - |
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