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BLUIX vs RAMHX
BLUIX vs RAMHX Comparison
Open Charts BLUIX vs RAMHX
Blueprint Adaptive Growth Allc Instl
Price$15.11
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets185.39M
American Funds American Balanced R2E
Price$36.63
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.03B
BLUIX vs RAMHX Comparison Chart in %
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BLUIX vs. RAMHX commentary
Jul 15, 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: 252B vs. BLUIX (185M). RAMHX pays higher dividends than BLUIX: RAMHX (1.43) vs BLUIX (0.47). BLUIX was incepted earlier than RAMHX: BLUIX (5 years) vs RAMHX (11 years). BLUIX (1.27) is less costly to investors than RAMHX (1.04). BLUIX is a more actively managed with annual turnover of: 151.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than BLUIX: RAMHX (250) vs BLUIX (5000). RAMHX annual gain was more profitable for investors over the last year : 6.29 vs. BLUIX (5.20). BLUIX return over 5 years is better than : 43.73 vs. RAMHX (37.42).
| BLUIX | RAMHX | BLUIX / RAMHX | |
| Total Expense Ratio | 1.31 | 1.04 | 126% |
| Annual Report Gross Expense Ratio | 1.27 | 1.04 | 122% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 2.302 | 7.683 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 252B | 0% |
| Annual Yield % from dividends | 0.47 | 1.43 | 33% |
| Returns for 1 year | 5.20 | 6.29 | 83% |
| Returns for 3 years | 30.50 | 34.41 | 89% |
| Returns for 5 years | 43.73 | 37.42 | 117% |
| Returns for 10 years | N/A | 58.09 | - |
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