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BLUIX vs RLBAX
BLUIX vs RLBAX Comparison
Open Charts BLUIX vs RLBAX
Blueprint Adaptive Growth Allc Instl
Price$16.42
Change-$0.33 (-1.97%)
VolumeN/A
Net Assets214.12M
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
BLUIX vs RLBAX Comparison Chart in %
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BLUIX vs. RLBAX 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. BLUIX (214M). RLBAX pays higher dividends than BLUIX: RLBAX (1.08) vs BLUIX (0.42). BLUIX was incepted earlier than RLBAX: BLUIX (6 years) vs RLBAX (23 years). RLBAX (1.31) and BLUIX (1.27) have similar cost to investors . BLUIX is a more actively managed with annual turnover of: 151.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than BLUIX: RLBAX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 9.18 vs. RLBAX (7.89). BLUIX return over 5 years is better than : 46.15 vs. RLBAX (35.24).
| BLUIX | RLBAX | BLUIX / RLBAX | |
| Total Expense Ratio | 1.31 | 1.31 | 100% |
| Annual Report Gross Expense Ratio | 1.27 | 1.31 | 97% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 11.171 | 14.065 | 79% |
| 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 | 1.08 | 39% |
| Returns for 1 year | 9.18 | 7.89 | 116% |
| Returns for 3 years | 45.78 | 39.62 | 116% |
| Returns for 5 years | 46.15 | 35.24 | 131% |
| Returns for 10 years | N/A | 66.41 | - |