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BKMIX vs JNBAX
BKMIX vs JNBAX Comparison
Open Charts BKMIX vs JNBAX
BlackRock Multi-Asset Income Portfolio K
Price$10.08
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets10.36B
JPMorgan Income Builder A
Price$9.68
Change-$0.16 (-1.63%)
VolumeN/A
Net Assets8.13B
BKMIX vs JNBAX Comparison Chart
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BKMIX vs. JNBAX commentary
Apr 05, 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 JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. JNBAX (8.13B). BKMIX (6.05) and JNBAX (5.76) have matching dividends . BKMIX was incepted earlier than JNBAX: BKMIX (8 years) vs JNBAX (18 years). JNBAX (1.05) is less costly to investors than BKMIX (0.62). JNBAX is a more actively managed with annual turnover of: 107.00 vs. BKMIX (83.00). JNBAX has a lower initial minimum investment than BKMIX: JNBAX (1000) vs BKMIX (5000000). JNBAX annual gain was more profitable for investors over the last year : 7.50 vs. BKMIX (6.77). BKMIX return over 5 years is better than : 38.10 vs. JNBAX (35.92).
| BKMIX | JNBAX | BKMIX / JNBAX | |
| Total Expense Ratio | 0.52 | 0.75 | 69% |
| Annual Report Gross Expense Ratio | 0.62 | 1.05 | 59% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 1.348 | 2.033 | 66% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 8.13B | 128% |
| Annual Yield % from dividends | 6.05 | 5.76 | 105% |
| Returns for 1 year | 6.77 | 7.50 | 90% |
| Returns for 3 years | 11.06 | 7.32 | 151% |
| Returns for 5 years | 38.10 | 35.92 | 106% |
| Returns for 10 years | N/A | 39.70 | - |
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