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BIICX vs SWKRX
BIICX vs SWKRX Comparison
Open Charts BIICX vs SWKRX
BlackRock Multi-Asset Income Instl
Price$10.07
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets10.17B
Schwab® Monthly Income Flexible Payout
Price$10.20
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets63.68M
BIICX vs SWKRX Comparison Chart
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BIICX vs. SWKRX commentary
Apr 27, 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 BIICX is a Buy and SWKRX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.2B vs. SWKRX (63.7M). BIICX pays higher dividends than SWKRX: BIICX (6.00) vs SWKRX (4.60). BIICX was incepted earlier than SWKRX: BIICX (17 years) vs SWKRX (17 years). BIICX (0.68) is less costly to investors than SWKRX (0.43). BIICX is a more actively managed with annual turnover of: 83.00 vs. SWKRX (7.00). SWKRX has a lower initial minimum investment than BIICX: SWKRX (0) vs BIICX (2000000). SWKRX (8.58) and BIICX (8.23) have marching annual gain over last year. BIICX return over 5 years is better than : 30.62 vs. SWKRX (11.43).
| BIICX | SWKRX | BIICX / SWKRX | |
| Total Expense Ratio | 0.57 | 0.25 | 228% |
| Annual Report Gross Expense Ratio | 0.68 | 0.43 | 158% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 1.134 | 2.571 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 63.7M | 16,013% |
| Annual Yield % from dividends | 6.00 | 4.60 | 130% |
| Returns for 1 year | 8.23 | 8.58 | 96% |
| Returns for 3 years | 14.73 | 6.41 | 230% |
| Returns for 5 years | 30.62 | 11.43 | 268% |
| Returns for 10 years | 46.74 | 17.75 | 263% |
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