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BIICX vs WBALX
BIICX vs WBALX Comparison
Open Charts BIICX vs WBALX
BlackRock Multi-Asset Income Instl
Price$10.40
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets10.38B
Weitz Conservative Allocation-Inv Cl
Price$16.88
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets232.61M
BIICX vs WBALX Comparison Chart in %
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BIICX vs. WBALX commentary
Jun 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 WBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.4B vs. WBALX (233M). BIICX pays higher dividends than WBALX: BIICX (5.99) vs WBALX (1.99). BIICX was incepted earlier than WBALX: BIICX (17 years) vs WBALX (22 years). WBALX (1.02) is less costly to investors than BIICX (0.68). BIICX is a more actively managed with annual turnover of: 83.00 vs. WBALX (25.00). WBALX has a lower initial minimum investment than BIICX: WBALX (2500) vs BIICX (2000000). BIICX annual gain was more profitable for investors over the last year : 10.25 vs. WBALX (1.07). BIICX return over 5 years is better than : 30.94 vs. WBALX (24.46).
| BIICX | WBALX | BIICX / WBALX | |
| Total Expense Ratio | 0.57 | 0.85 | 67% |
| Annual Report Gross Expense Ratio | 0.68 | 1.02 | 67% |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 5.586 | 0.839 | 666% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 233M | 4,464% |
| Annual Yield % from dividends | 5.99 | 1.99 | 300% |
| Returns for 1 year | 10.25 | 1.07 | 962% |
| Returns for 3 years | 26.72 | 14.60 | 183% |
| Returns for 5 years | 30.94 | 24.46 | 127% |
| Returns for 10 years | 56.52 | 37.65 | 150% |
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