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BKMIX vs JNBAX
BKMIX vs JNBAX Comparison
Open Charts BKMIX vs JNBAX
BlackRock Multi-Asset Income Portfolio K
Price$10.26
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets10.29B
JPMorgan Income Builder A
Price$9.91
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets8.07B
BKMIX vs JNBAX Comparison Chart
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BKMIX vs. JNBAX commentary
May 31, 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 JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.3B vs. JNBAX (8.07B). BKMIX (6.10) and JNBAX (5.81) have matching dividends . BKMIX was incepted earlier than JNBAX: BKMIX (8 years) vs JNBAX (18 years). JNBAX (1.07) 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). BKMIX annual gain was more profitable for investors over the last year : 9.80 vs. JNBAX (9.06). BKMIX return over 5 years is better than : 28.89 vs. JNBAX (24.92).
| BKMIX | JNBAX | BKMIX / JNBAX | |
| Total Expense Ratio | 0.52 | 0.75 | 69% |
| Annual Report Gross Expense Ratio | 0.62 | 1.07 | 58% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 3.711 | 3.586 | 103% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 8.07B | 128% |
| Annual Yield % from dividends | 6.10 | 5.81 | 105% |
| Returns for 1 year | 9.80 | 9.06 | 108% |
| Returns for 3 years | 19.29 | 13.53 | 143% |
| Returns for 5 years | 28.89 | 24.92 | 116% |
| Returns for 10 years | N/A | 42.31 | - |
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