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BKMIX vs IBBFX
BKMIX vs IBBFX Comparison
Open Charts BKMIX vs IBBFX
BlackRock Multi-Asset Income Portfolio K
Price$10.29
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets10.37B
Thrivent Dynamic Allocation S
Price$14.01
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets414.95M
BKMIX vs IBBFX Comparison Chart
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BKMIX vs. IBBFX commentary
Jun 06, 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 IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. IBBFX (415M). BKMIX pays higher dividends than IBBFX: BKMIX (6.04) vs IBBFX (3.05). BKMIX was incepted earlier than IBBFX: BKMIX (8 years) vs IBBFX (27 years). IBBFX (0.77) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. IBBFX (77.00). IBBFX has a lower initial minimum investment than BKMIX: IBBFX (2000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 9.03 vs. IBBFX (5.42). BKMIX (27.89) and IBBFX (26.68) have equivalent 5 years return.
| BKMIX | IBBFX | BKMIX / IBBFX | |
| Total Expense Ratio | 0.52 | 0.75 | 69% |
| Annual Report Gross Expense Ratio | 0.62 | 0.77 | 81% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 4.797 | 3.010 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 415M | 2,506% |
| Annual Yield % from dividends | 6.04 | 3.05 | 198% |
| Returns for 1 year | 9.03 | 5.42 | 166% |
| Returns for 3 years | 20.99 | 17.41 | 121% |
| Returns for 5 years | 27.89 | 26.68 | 105% |
| Returns for 10 years | N/A | 36.29 | - |
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