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BKMIX vs FICWX
BKMIX vs FICWX Comparison
Open Charts BKMIX vs FICWX
BlackRock Multi-Asset Income Portfolio K
Price$10.14
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets10.25B
American Funds Retire Inc Port-Cnsrv F3
Price$11.98
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.25B
BKMIX vs FICWX Comparison Chart
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BKMIX vs. FICWX commentary
May 09, 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 FICWX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.2B vs. FICWX (1.25B). BKMIX pays higher dividends than FICWX: BKMIX (6.10) vs FICWX (3.62). BKMIX was incepted earlier than FICWX: BKMIX (8 years) vs FICWX (8 years). BKMIX (0.62) is less costly to investors than FICWX (0.30). BKMIX is a more actively managed with annual turnover of: 83.00 vs. FICWX (12.00). FICWX has a lower initial minimum investment than BKMIX: FICWX (1000000) vs BKMIX (5000000). FICWX annual gain was more profitable for investors over the last year : 9.40 vs. BKMIX (7.97). BKMIX return over 5 years is better than : 31.11 vs. FICWX (24.35).
| BKMIX | FICWX | BKMIX / FICWX | |
| Total Expense Ratio | 0.52 | 0.30 | 173% |
| Annual Report Gross Expense Ratio | 0.62 | 0.30 | 207% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 2.700 | 3.421 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 1.25B | 819% |
| Annual Yield % from dividends | 6.10 | 3.62 | 169% |
| Returns for 1 year | 7.97 | 9.40 | 85% |
| Returns for 3 years | 20.12 | 15.45 | 130% |
| Returns for 5 years | 31.11 | 24.35 | 128% |
| Returns for 10 years | N/A | N/A | - |
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