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BLUIX vs CLBFX
BLUIX vs CLBFX Comparison
Open Charts BLUIX vs CLBFX
Blueprint Adaptive Growth Allc Instl
Price$15.18
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets186.17M
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
BLUIX vs CLBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. BLUIX (186M). CLBFX pays higher dividends than BLUIX: CLBFX (1.99) vs BLUIX (0.47). BLUIX was incepted earlier than CLBFX: BLUIX (5 years) vs CLBFX (23 years). BLUIX (1.33) 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 : 8.02 vs. BLUIX (6.80). BLUIX (46.57) and CLBFX (44.49) have equivalent 5 years return.
| BLUIX | CLBFX | BLUIX / CLBFX | |
| Total Expense Ratio | 1.30 | 0.67 | 194% |
| Annual Report Gross Expense Ratio | 1.33 | 0.67 | 199% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 2.776 | 8.169 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 252B | 0% |
| Annual Yield % from dividends | 0.47 | 1.99 | 23% |
| Returns for 1 year | 6.80 | 8.02 | 85% |
| Returns for 3 years | 30.11 | 36.80 | 82% |
| Returns for 5 years | 46.57 | 44.49 | 105% |
| Returns for 10 years | N/A | 81.14 | - |
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