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BKMIX vs FAFWX
BKMIX vs FAFWX Comparison
Open Charts BKMIX vs FAFWX
BlackRock Multi-Asset Income Portfolio K
Price$10.31
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.35B
American Funds Retire Inc Port-Cnsrv F1
Price$12.23
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.27B
BKMIX vs FAFWX Comparison Chart
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BKMIX vs. FAFWX commentary
Jun 05, 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 (1.27B). 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 : 10.42 vs. BKMIX (9.25). BKMIX return over 5 years is better than : 27.64 vs. FAFWX (20.31).
| 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 | 4.594 | 5.595 | 82% |
| 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 | 1.27B | 820% |
| Annual Yield % from dividends | 6.04 | 3.23 | 187% |
| Returns for 1 year | 9.25 | 10.42 | 89% |
| Returns for 3 years | 20.64 | 14.34 | 144% |
| Returns for 5 years | 27.64 | 20.31 | 136% |
| Returns for 10 years | N/A | N/A | - |
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