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BLUIX vs RAMHX
BLUIX vs RAMHX Comparison
Open Charts BLUIX vs RAMHX
Blueprint Adaptive Growth Allc Instl
Price$14.71
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets182.71M
American Funds American Balanced R2E
Price$35.61
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
BLUIX vs RAMHX Comparison Chart
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BLUIX vs. RAMHX commentary
Jun 07, 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: 243B vs. BLUIX (183M). RAMHX pays higher dividends than BLUIX: RAMHX (1.49) vs BLUIX (0.49). 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). 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 : 6.60 vs. BLUIX (5.74). BLUIX return over 5 years is better than : 41.26 vs. RAMHX (32.17).
| 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 | -0.948 | 4.481 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 243B | 0% |
| Annual Yield % from dividends | 0.49 | 1.49 | 33% |
| Returns for 1 year | 5.74 | 6.60 | 87% |
| Returns for 3 years | 21.90 | 20.84 | 105% |
| Returns for 5 years | 41.26 | 32.17 | 128% |
| Returns for 10 years | N/A | 54.63 | - |
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