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BKMIX vs FAFWX
BKMIX vs FAFWX Comparison
Open Charts BKMIX vs FAFWX
BlackRock Multi-Asset Income Portfolio K
Price$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.23B
American Funds Retire Inc Port-Cnsrv F1
Price$11.97
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.24B
BKMIX vs FAFWX Comparison Chart
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BKMIX vs. FAFWX commentary
May 12, 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 Buy and FAFWX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.2B vs. FAFWX (1.24B). BKMIX pays higher dividends than FAFWX: BKMIX (6.10) vs FAFWX (3.27). BKMIX was incepted earlier than FAFWX: BKMIX (8 years) vs FAFWX (10 years). FAFWX (0.65) and BKMIX (0.62) have similar cost to investors . BKMIX is a more actively managed with annual turnover of: 83.00 vs. FAFWX (12.00). FAFWX has a lower initial minimum investment than BKMIX: FAFWX (250) vs BKMIX (5000000). FAFWX annual gain was more profitable for investors over the last year : 8.64 vs. BKMIX (7.54). BKMIX return over 5 years is better than : 30.98 vs. FAFWX (22.55).
| BKMIX | FAFWX | BKMIX / FAFWX | |
| Total Expense Ratio | 0.52 | 0.65 | 80% |
| Annual Report Gross Expense Ratio | 0.62 | 0.65 | 95% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 2.599 | 3.351 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 1.24B | 820% |
| Annual Yield % from dividends | 6.10 | 3.27 | 186% |
| Returns for 1 year | 7.54 | 8.64 | 87% |
| Returns for 3 years | 20.00 | 14.46 | 138% |
| Returns for 5 years | 30.98 | 22.55 | 137% |
| Returns for 10 years | N/A | N/A | - |
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