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BKMIX vs FTAAX
BKMIX vs FTAAX Comparison
Open Charts BKMIX vs FTAAX
BlackRock Multi-Asset Income Portfolio K
Price$9.90
Change+$0.20 (+2.06%)
VolumeN/A
Net Assets9.85B
Fidelity Advisor Asset Manager 30% A
Price$11.66
Change+$0.27 (+2.37%)
VolumeN/A
Net Assets1.95B
BKMIX vs FTAAX Comparison Chart
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BKMIX vs. FTAAX commentary
Apr 11, 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 Hold and FTAAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 9.85B vs. FTAAX (1.95B). BKMIX pays higher dividends than FTAAX: BKMIX (6.05) vs FTAAX (2.73). 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 (22.00). 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 : 2.64 vs. FTAAX (0.37). BKMIX return over 5 years is better than : 27.52 vs. FTAAX (16.43).
| 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 | -2.473 | -3.364 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 9.85B | 1.95B | 506% |
| Annual Yield % from dividends | 6.05 | 2.73 | 222% |
| Returns for 1 year | 2.64 | 0.37 | 708% |
| Returns for 3 years | 8.08 | 1.72 | 470% |
| Returns for 5 years | 27.52 | 16.43 | 167% |
| Returns for 10 years | N/A | 23.42 | - |
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