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BLUIX vs RLBFX
BLUIX vs RLBFX Comparison
Open Charts BLUIX vs RLBFX
Blueprint Adaptive Growth Allc Instl
Price$16.38
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets220.46M
American Funds American Balanced R5
Price$38.43
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
BLUIX vs RLBFX Comparison Chart in %
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BLUIX vs. RLBFX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. BLUIX (220M). RLBFX pays higher dividends than BLUIX: RLBFX (2.19) vs BLUIX (0.57). 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). RLBFX annual gain was more profitable for investors over the last year : 14.57 vs. BLUIX (12.67). BLUIX (39.58) and RLBFX (38.38) have equivalent 5 years return.
| 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 | 2.375 | 2.344 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 270B | 0% |
| Annual Yield % from dividends | 0.57 | 2.19 | 26% |
| Returns for 1 year | 12.67 | 14.57 | 87% |
| Returns for 3 years | 45.62 | 39.01 | 117% |
| Returns for 5 years | 39.58 | 38.38 | 103% |
| Returns for 10 years | N/A | 92.91 | - |
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