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BLUIX vs RLBFX
BLUIX vs RLBFX Comparison
Open Charts BLUIX vs RLBFX
Blueprint Adaptive Growth Allc Instl
Price$16.42
Change-$0.33 (-1.97%)
VolumeN/A
Net Assets214.12M
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
BLUIX vs RLBFX Comparison Chart in %
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BLUIX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. BLUIX (214M). RLBFX pays higher dividends than BLUIX: RLBFX (1.97) 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 (9.18) and RLBFX (9.09) have marching annual gain over last year. BLUIX return over 5 years is better than : 46.15 vs. RLBFX (41.33).
| 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 | 11.171 | 15.095 | 74% |
| 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 | 1.97 | 22% |
| Returns for 1 year | 9.18 | 9.09 | 101% |
| Returns for 3 years | 45.78 | 43.82 | 104% |
| Returns for 5 years | 46.15 | 41.33 | 112% |
| Returns for 10 years | N/A | 77.46 | - |
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