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BKMIX vs DIFFX
BKMIX vs DIFFX Comparison
Open Charts BKMIX vs DIFFX
BlackRock Multi-Asset Income Portfolio K
Price$10.08
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets10.36B
MFS Diversified Income R3
Price$12.11
Change-$0.12 (-0.98%)
VolumeN/A
Net Assets1.97B
BKMIX vs DIFFX Comparison Chart
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BKMIX vs. DIFFX commentary
Apr 04, 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 DIFFX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. DIFFX (1.97B). BKMIX pays higher dividends than DIFFX: BKMIX (6.05) vs DIFFX (4.58). BKMIX was incepted earlier than DIFFX: BKMIX (8 years) vs DIFFX (17 years). DIFFX (0.95) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. DIFFX (60.00). DIFFX has a lower initial minimum investment than BKMIX: DIFFX (0) vs BKMIX (5000000). BKMIX (6.77) and DIFFX (6.59) have marching annual gain over last year. BKMIX return over 5 years is better than : 38.10 vs. DIFFX (31.28).
| BKMIX | DIFFX | BKMIX / DIFFX | |
| Total Expense Ratio | 0.52 | 0.89 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 0.95 | 65% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 1.348 | 2.462 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 1.97B | 527% |
| Annual Yield % from dividends | 6.05 | 4.58 | 132% |
| Returns for 1 year | 6.77 | 6.59 | 103% |
| Returns for 3 years | 11.06 | 5.35 | 207% |
| Returns for 5 years | 38.10 | 31.28 | 122% |
| Returns for 10 years | N/A | 34.18 | - |
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