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BIICX vs WBALX
BIICX vs WBALX Comparison
Open Charts BIICX vs WBALX
BlackRock Multi-Asset Income Instl
Price$10.55
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets10.57B
Weitz Conservative Allocation-Inv Cl
Price$17.16
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets233.69M
BIICX vs WBALX Comparison Chart in %
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BIICX vs. WBALX commentary
Sep 08, 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 StrongBuy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.6B vs. WBALX (234M). BIICX pays higher dividends than WBALX: BIICX (5.80) vs WBALX (1.97). BIICX was incepted earlier than WBALX: BIICX (17 years) vs WBALX (22 years). WBALX (1.00) 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 : 8.92 vs. WBALX (0.22). BIICX return over 5 years is better than : 28.89 vs. WBALX (20.94).
| BIICX | WBALX | BIICX / WBALX | |
| Total Expense Ratio | 0.57 | 0.85 | 67% |
| Annual Report Gross Expense Ratio | 0.68 | 1.00 | 68% |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 8.876 | 2.755 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 234M | 4,530% |
| Annual Yield % from dividends | 5.80 | 1.97 | 294% |
| Returns for 1 year | 8.92 | 0.22 | 4,141% |
| Returns for 3 years | 30.05 | 17.01 | 177% |
| Returns for 5 years | 28.89 | 20.94 | 138% |
| Returns for 10 years | 63.94 | 43.16 | 148% |
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