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BKMIX vs DIFEX
BKMIX vs DIFEX Comparison
Open Charts BKMIX vs DIFEX
BlackRock Multi-Asset Income Portfolio K
Price$9.90
Change+$0.20 (+2.06%)
VolumeN/A
Net Assets9.85B
MFS Diversified Income R2
Price$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets1.88B
BKMIX vs DIFEX Comparison Chart
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BKMIX vs. DIFEX commentary
Apr 11, 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 BKMIX is a Hold and DIFEX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 9.85B vs. DIFEX (1.88B). BKMIX pays higher dividends than DIFEX: BKMIX (6.05) vs DIFEX (4.33). BKMIX was incepted earlier than DIFEX: BKMIX (8 years) vs DIFEX (17 years). DIFEX (1.20) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. DIFEX (60.00). DIFEX has a lower initial minimum investment than BKMIX: DIFEX (0) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 2.64 vs. DIFEX (0.77). BKMIX return over 5 years is better than : 27.52 vs. DIFEX (15.18).
| BKMIX | DIFEX | BKMIX / DIFEX | |
| Total Expense Ratio | 0.52 | 1.14 | 46% |
| Annual Report Gross Expense Ratio | 0.62 | 1.20 | 52% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | -2.473 | -2.629 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 1.88B | 525% |
| Annual Yield % from dividends | 6.05 | 4.33 | 140% |
| Returns for 1 year | 2.64 | 0.77 | 342% |
| Returns for 3 years | 8.08 | 0.34 | 2,367% |
| Returns for 5 years | 27.52 | 15.18 | 181% |
| Returns for 10 years | N/A | 24.53 | - |
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