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BLUIX vs CLBFX
BLUIX vs CLBFX Comparison
Open Charts BLUIX vs CLBFX
Blueprint Adaptive Growth Allc Instl
Price$15.71
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets192.55M
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
BLUIX vs CLBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. BLUIX (193M). CLBFX pays higher dividends than BLUIX: CLBFX (1.94) vs BLUIX (0.45). BLUIX was incepted earlier than CLBFX: BLUIX (5 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 annual gain was more profitable for investors over the last year : 10.92 vs. CLBFX (10.11). BLUIX (42.94) and CLBFX (42.70) 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 | 5 years | 23 years | - |
| Gain YTD | 6.364 | 11.495 | 55% |
| 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 | 1.94 | 23% |
| Returns for 1 year | 10.92 | 10.11 | 108% |
| Returns for 3 years | 37.43 | 41.65 | 90% |
| Returns for 5 years | 42.94 | 42.70 | 101% |
| Returns for 10 years | N/A | 92.18 | - |