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BKMIX vs FTAAX
BKMIX vs FTAAX Comparison
Open Charts BKMIX vs FTAAX
BlackRock Multi-Asset Income Portfolio K
Price$10.57
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.57B
Fidelity Advisor Asset Manager 30% A
Price$12.57
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets2B
BKMIX vs FTAAX Comparison Chart in %
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BKMIX vs. FTAAX commentary
Sep 08, 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 StrongBuy and FTAAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. FTAAX (2B). BKMIX pays higher dividends than FTAAX: BKMIX (5.86) vs FTAAX (2.62). BKMIX was incepted earlier than FTAAX: BKMIX (9 years) vs FTAAX (18 years). FTAAX (0.79) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. FTAAX (19.00). FTAAX has a lower initial minimum investment than BKMIX: FTAAX (0) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.98 vs. FTAAX (7.65). BKMIX return over 5 years is better than : 29.20 vs. FTAAX (18.03).
| BKMIX | FTAAX | BKMIX / FTAAX | |
| Total Expense Ratio | 0.52 | 0.79 | 66% |
| Annual Report Gross Expense Ratio | 0.62 | 0.79 | 78% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 9.021 | 7.963 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 10.6B | 2B | 530% |
| Annual Yield % from dividends | 5.86 | 2.62 | 223% |
| Returns for 1 year | 8.98 | 7.65 | 117% |
| Returns for 3 years | 30.24 | 21.60 | 140% |
| Returns for 5 years | 29.20 | 18.03 | 162% |
| Returns for 10 years | N/A | 43.44 | - |
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