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BIICX vs WBALX
BIICX vs WBALX Comparison
Open Charts BIICX vs WBALX
BlackRock Multi-Asset Income Instl
Price$9.86
Change-$0.22 (-2.18%)
VolumeN/A
Net Assets10.26B
Weitz Conservative Allocation-Inv Cl
Price$16.24
Change-$0.39 (-2.35%)
VolumeN/A
Net Assets234.17M
BIICX vs WBALX Comparison Chart
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BIICX vs. WBALX commentary
Apr 05, 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 Hold and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.3B vs. WBALX (234M). BIICX pays higher dividends than WBALX: BIICX (6.00) vs WBALX (2.01). 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 (27.00). 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 : 6.61 vs. WBALX (0.41). BIICX return over 5 years is better than : 37.63 vs. WBALX (33.53).
| 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 | 1.235 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 234M | 4,402% |
| Annual Yield % from dividends | 6.00 | 2.01 | 298% |
| Returns for 1 year | 6.61 | 0.41 | 1,606% |
| Returns for 3 years | 10.81 | 5.50 | 196% |
| Returns for 5 years | 37.63 | 33.53 | 112% |
| Returns for 10 years | 47.41 | 28.71 | 165% |