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BLUIX vs CLBFX
BLUIX vs CLBFX Comparison
Open Charts BLUIX vs CLBFX
Blueprint Adaptive Growth Allc Instl
Price$16.38
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets220.46M
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
BLUIX vs CLBFX Comparison Chart in %
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BLUIX vs. CLBFX commentary
Jan 16, 2026
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 BLUIX is a Hold and CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. BLUIX (220M). CLBFX pays higher dividends than BLUIX: CLBFX (2.08) vs BLUIX (0.57). BLUIX was incepted earlier than CLBFX: BLUIX (6 years) vs CLBFX (23 years). BLUIX (1.27) is less costly to investors than CLBFX (0.67). BLUIX is a more actively managed with annual turnover of: 151.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than BLUIX: CLBFX (250) vs BLUIX (5000). CLBFX annual gain was more profitable for investors over the last year : 14.42 vs. BLUIX (12.67). BLUIX (39.58) and CLBFX (39.53) have equivalent 5 years return.
| BLUIX | CLBFX | BLUIX / CLBFX | |
| Total Expense Ratio | 1.31 | 0.67 | 196% |
| Annual Report Gross Expense Ratio | 1.27 | 0.67 | 190% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 2.375 | 2.357 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 270B | 0% |
| Annual Yield % from dividends | 0.57 | 2.08 | 27% |
| Returns for 1 year | 12.67 | 14.42 | 88% |
| Returns for 3 years | 45.62 | 38.39 | 119% |
| Returns for 5 years | 39.58 | 39.53 | 100% |
| Returns for 10 years | N/A | 105.76 | - |
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