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BLUIX vs CLBFX
BLUIX vs CLBFX Comparison
Open Charts BLUIX vs CLBFX
Blueprint Adaptive Growth Allc Instl
Price$15.60
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets190.05M
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
BLUIX vs CLBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. BLUIX (190M). CLBFX pays higher dividends than BLUIX: CLBFX (1.97) vs BLUIX (0.46). 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 : 10.22 vs. CLBFX (8.11). BLUIX (42.69) and CLBFX (40.98) 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 | 5.619 | 9.847 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 256B | 0% |
| Annual Yield % from dividends | 0.46 | 1.97 | 23% |
| Returns for 1 year | 10.22 | 8.11 | 126% |
| Returns for 3 years | 32.81 | 31.15 | 105% |
| Returns for 5 years | 42.69 | 40.98 | 104% |
| Returns for 10 years | N/A | 82.32 | - |
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