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BIICX vs WBALX
BIICX vs WBALX Comparison
Open Charts BIICX vs WBALX
BlackRock Multi-Asset Income Instl
Price$10.22
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$17.02
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
BIICX vs WBALX Comparison Chart
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BIICX vs. WBALX commentary
Dec 19, 2024
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: 10.7B vs. WBALX (241M). BIICX pays higher dividends than WBALX: BIICX (5.83) vs WBALX (1.54). BIICX was incepted earlier than WBALX: BIICX (17 years) vs WBALX (21 years). BIICX is a more actively managed with annual turnover of: 56.00 vs. WBALX (20.00). 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 : 9.58 vs. WBALX (5.56). WBALX return over 5 years is better than : 22.54 vs. BIICX (20.29).
| BIICX | WBALX | BIICX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 8.118 | 4.918 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 241M | 4,440% |
| Annual Yield % from dividends | 5.83 | 1.54 | 378% |
| Returns for 1 year | 9.58 | 5.56 | 172% |
| Returns for 3 years | 6.36 | 3.77 | 169% |
| Returns for 5 years | 20.29 | 22.54 | 90% |
| Returns for 10 years | 49.99 | 28.64 | 175% |
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