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BKMIX vs DIFGX
BKMIX vs DIFGX Comparison
Open Charts BKMIX vs DIFGX
BlackRock Multi-Asset Income Portfolio K
Price$9.70
Change-$0.05 (-0.51%)
VolumeN/A
Net Assets9.92B
MFS Diversified Income R4
Price$11.62
Change-$0.09 (-0.77%)
VolumeN/A
Net Assets1.88B
BKMIX vs DIFGX Comparison Chart
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BKMIX vs. DIFGX commentary
Apr 10, 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 DIFGX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 9.92B vs. DIFGX (1.88B). BKMIX pays higher dividends than DIFGX: BKMIX (6.05) vs DIFGX (4.83). BKMIX was incepted earlier than DIFGX: BKMIX (8 years) vs DIFGX (17 years). DIFGX (0.70) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. DIFGX (60.00). DIFGX has a lower initial minimum investment than BKMIX: DIFGX (0) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 3.48 vs. DIFGX (2.49). BKMIX return over 5 years is better than : 28.17 vs. DIFGX (18.91).
| BKMIX | DIFGX | BKMIX / DIFGX | |
| Total Expense Ratio | 0.52 | 0.64 | 81% |
| Annual Report Gross Expense Ratio | 0.62 | 0.70 | 89% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | -1.970 | -1.833 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 1.88B | 526% |
| Annual Yield % from dividends | 6.05 | 4.83 | 125% |
| Returns for 1 year | 3.48 | 2.49 | 140% |
| Returns for 3 years | 8.63 | 2.65 | 325% |
| Returns for 5 years | 28.17 | 18.91 | 149% |
| Returns for 10 years | N/A | 31.84 | - |
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