Ad is loading...
BKMIX vs FTAAX
BKMIX vs FTAAX Comparison
Open Charts BKMIX vs FTAAX
BlackRock Multi-Asset Income Portfolio K
Price$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.23B
Fidelity Advisor Asset Manager 30% A
Price$11.92
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.94B
BKMIX vs FTAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. FTAAX 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 FTAAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.2B vs. FTAAX (1.94B). BKMIX pays higher dividends than FTAAX: BKMIX (6.10) vs FTAAX (2.71). BKMIX was incepted earlier than FTAAX: BKMIX (8 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 : 7.54 vs. FTAAX (5.24). BKMIX return over 5 years is better than : 30.98 vs. FTAAX (19.34).
| BKMIX | FTAAX | BKMIX / FTAAX | |
| Total Expense Ratio | 0.52 | 0.79 | 66% |
| Annual Report Gross Expense Ratio | 0.62 | 0.79 | 78% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 2.599 | 1.320 | 197% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 10.2B | 1.94B | 525% |
| Annual Yield % from dividends | 6.10 | 2.71 | 225% |
| Returns for 1 year | 7.54 | 5.24 | 144% |
| Returns for 3 years | 20.00 | 12.24 | 163% |
| Returns for 5 years | 30.98 | 19.34 | 160% |
| Returns for 10 years | N/A | 30.51 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IENYX | 28.34 | 0.35 | +1.25% |
| Invesco Energy Y | |||
| JPVRX | 16.57 | 0.14 | +0.85% |
| JPMorgan Developed International ValueR5 | |||
| BLRCX | 11.46 | 0.08 | +0.70% |
| Brookfield Global Listed Real Estate C | |||
| RWMAX | 60.65 | -0.17 | -0.28% |
| American Funds Washington Mutual R1 | |||
| FBIOX | 16.73 | -0.29 | -1.70% |
| Fidelity Select Biotechnology | |||