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BAICX vs NAARX
BAICX vs NAARX Comparison
Open Charts BAICX vs NAARX
BlackRock Multi-Asset Income Investor A
Price$10.14
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.23B
American Funds Retire Inc Port-Cnsrv A
Price$11.97
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.24B
BAICX vs NAARX Comparison Chart
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BAICX vs. NAARX commentary
May 11, 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 BAICX is a Buy and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
BAICX has more cash in the bank: 10.2B vs. NAARX (1.24B). BAICX pays higher dividends than NAARX: BAICX (5.81) vs NAARX (3.34). BAICX was incepted earlier than NAARX: BAICX (17 years) vs NAARX (10 years). BAICX (0.92) is less costly to investors than NAARX (0.59). BAICX is a more actively managed with annual turnover of: 83.00 vs. NAARX (12.00). NAARX initial investment is less costly to investors than BAICX (5%) vs BAICX (5%). NAARX has a lower initial minimum investment than BAICX: NAARX (250) vs BAICX (1000). NAARX annual gain was more profitable for investors over the last year : 8.71 vs. BAICX (7.22). BAICX return over 5 years is better than : 29.02 vs. NAARX (22.82).
| BAICX | NAARX | BAICX / NAARX | |
| Total Expense Ratio | 0.82 | 0.59 | 139% |
| Annual Report Gross Expense Ratio | 0.92 | 0.59 | 156% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 2.397 | 3.455 | 69% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | 100 | N/A | - |
| Net Assets | 10.2B | 1.24B | 821% |
| Annual Yield % from dividends | 5.81 | 3.34 | 174% |
| Returns for 1 year | 7.22 | 8.71 | 83% |
| Returns for 3 years | 18.92 | 14.68 | 129% |
| Returns for 5 years | 29.02 | 22.82 | 127% |
| Returns for 10 years | 45.81 | N/A | - |
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