Interact to see
Advertisement
Advertisement
BKMIX vs FAFWX
BKMIX vs FAFWX Comparison
Open Charts BKMIX vs FAFWX
BlackRock Multi-Asset Income Portfolio K
Price$10.43
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets10.43B
American Funds Retire Inc Port-Cnsrv F1
Price$12.37
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets1.29B
BKMIX vs FAFWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. FAFWX commentary
Jul 01, 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: 10.4B vs. FAFWX (1.29B). BKMIX pays higher dividends than FAFWX: BKMIX (6.04) vs FAFWX (3.23). 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 : 11.43 vs. BKMIX (9.71). BKMIX return over 5 years is better than : 30.02 vs. FAFWX (23.40).
| 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 | 5.712 | 7.156 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 1.29B | 807% |
| Annual Yield % from dividends | 6.04 | 3.23 | 187% |
| Returns for 1 year | 9.71 | 11.43 | 85% |
| Returns for 3 years | 27.40 | 20.28 | 135% |
| Returns for 5 years | 30.02 | 23.40 | 128% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PBW | 19.92 | 0.17 | +0.86% |
| Invesco WilderHill Clean Energy ETF | |||
| EAGL | 30.18 | 0.05 | +0.17% |
| Eagle Capital Select Equity ETF | |||
| IBTJ | 21.92 | 0.04 | +0.16% |
| iShares iBonds Dec 2029 Term Tr ETF | |||
| BAMV | 31.80 | 0.04 | +0.13% |
| Brookstone Value Stock ETF | |||
| JUNM | 33.28 | 0.01 | +0.03% |
| FT Vest U.S. Equity Max Bffr ETF - June | |||