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BLUIX vs RLBFX
BLUIX vs RLBFX Comparison
Open Charts BLUIX vs RLBFX
Blueprint Adaptive Growth Allc Instl
Price$16.91
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets223.17M
American Funds American Balanced R5
Price$37.71
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
BLUIX vs RLBFX Comparison Chart in %
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BLUIX vs. RLBFX commentary
Dec 26, 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. BLUIX (223M). RLBFX pays higher dividends than BLUIX: RLBFX (1.93) vs BLUIX (0.42). BLUIX was incepted earlier than RLBFX: BLUIX (6 years) vs RLBFX (24 years). BLUIX (1.27) is less costly to investors than RLBFX (0.29). BLUIX is a more actively managed with annual turnover of: 151.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than BLUIX: RLBFX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 11.77 vs. RLBFX (9.43). BLUIX return over 5 years is better than : 46.44 vs. RLBFX (36.27).
| BLUIX | RLBFX | BLUIX / RLBFX | |
| Total Expense Ratio | 1.31 | 0.29 | 452% |
| Annual Report Gross Expense Ratio | 1.27 | 0.29 | 438% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 14.489 | 10.862 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 269B | 0% |
| Annual Yield % from dividends | 0.42 | 1.93 | 22% |
| Returns for 1 year | 11.77 | 9.43 | 125% |
| Returns for 3 years | 52.80 | 38.80 | 136% |
| Returns for 5 years | 46.44 | 36.27 | 128% |
| Returns for 10 years | N/A | 77.06 | - |
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