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BLUIX vs CLBFX
BLUIX vs CLBFX Comparison
Open Charts BLUIX vs CLBFX
Blueprint Adaptive Growth Allc Instl
Price$16.27
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets204.13M
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
BLUIX vs CLBFX Comparison Chart in %
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BLUIX vs. CLBFX commentary
Oct 19, 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: 266B vs. BLUIX (204M). CLBFX pays higher dividends than BLUIX: CLBFX (1.89) vs BLUIX (0.43). 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 (9.19) and CLBFX (8.84) have marching annual gain over last year. BLUIX (46.73) and CLBFX (45.11) 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 | 10.156 | 14.767 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 266B | 0% |
| Annual Yield % from dividends | 0.43 | 1.89 | 23% |
| Returns for 1 year | 9.19 | 8.84 | 104% |
| Returns for 3 years | 46.88 | 52.03 | 90% |
| Returns for 5 years | 46.73 | 45.11 | 104% |
| Returns for 10 years | N/A | 91.64 | - |
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