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BLUIX vs CLBCX
BLUIX vs CLBCX Comparison
Open Charts BLUIX vs CLBCX
Blueprint Adaptive Growth Allc Instl
Price$15.71
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets192.55M
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
BLUIX vs CLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. BLUIX (193M). CLBCX pays higher dividends than BLUIX: CLBCX (1.11) vs BLUIX (0.45). 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 : 10.92 vs. CLBCX (9.15). BLUIX return over 5 years is better than : 42.94 vs. CLBCX (36.30).
| 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 | 6.364 | 10.785 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 259B | 0% |
| Annual Yield % from dividends | 0.45 | 1.11 | 41% |
| Returns for 1 year | 10.92 | 9.15 | 119% |
| Returns for 3 years | 37.43 | 37.75 | 99% |
| Returns for 5 years | 42.94 | 36.30 | 118% |
| Returns for 10 years | N/A | 74.80 | - |