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BLUIX vs RAMHX
BLUIX vs RAMHX Comparison
Open Charts BLUIX vs RAMHX
Blueprint Adaptive Growth Allc Instl
Price$14.22
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets174.13M
American Funds American Balanced R2E
Price$34.18
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
BLUIX vs RAMHX Comparison Chart
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BLUIX vs. RAMHX commentary
Apr 04, 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 StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 234B vs. BLUIX (174M). RAMHX pays higher dividends than BLUIX: RAMHX (1.54) vs BLUIX (0.50). BLUIX was incepted earlier than RAMHX: BLUIX (5 years) vs RAMHX (11 years). BLUIX (1.33) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 171.00 vs. BLUIX (81.00). RAMHX has a lower initial minimum investment than BLUIX: RAMHX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 4.75 vs. RAMHX (3.79). RAMHX (47.14) and BLUIX (45.42) have equivalent 5 years return.
| BLUIX | RAMHX | BLUIX / RAMHX | |
| Total Expense Ratio | 1.30 | 1.04 | 125% |
| Annual Report Gross Expense Ratio | 1.33 | 1.04 | 128% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | -3.995 | 0.286 | -1,398% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 234B | 0% |
| Annual Yield % from dividends | 0.50 | 1.54 | 32% |
| Returns for 1 year | 4.75 | 3.79 | 125% |
| Returns for 3 years | 10.62 | 11.20 | 95% |
| Returns for 5 years | 45.42 | 47.14 | 96% |
| Returns for 10 years | N/A | 48.24 | - |