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BLUIX vs CLBFX
BLUIX vs CLBFX Comparison
Open Charts BLUIX vs CLBFX
Blueprint Adaptive Growth Allc Instl
Price$16.42
Change-$0.33 (-1.97%)
VolumeN/A
Net Assets214.12M
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
BLUIX vs CLBFX Comparison Chart in %
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BLUIX vs. CLBFX commentary
Nov 14, 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 BLUIX is a Hold and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. BLUIX (214M). CLBFX pays higher dividends than BLUIX: CLBFX (1.86) vs BLUIX (0.42). 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). BLUIX (9.18) and CLBFX (8.91) have marching annual gain over last year. BLUIX return over 5 years is better than : 46.15 vs. CLBFX (42.56).
| 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 | 11.171 | 14.974 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 269B | 0% |
| Annual Yield % from dividends | 0.42 | 1.86 | 23% |
| Returns for 1 year | 9.18 | 8.91 | 103% |
| Returns for 3 years | 45.78 | 44.01 | 104% |
| Returns for 5 years | 46.15 | 42.56 | 108% |
| Returns for 10 years | N/A | 90.28 | - |
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