Interact to see
Advertisement
Advertisement
BKMIX vs JNBSX
BKMIX vs JNBSX Comparison
Open Charts BKMIX vs JNBSX
BlackRock Multi-Asset Income Portfolio K
Price$10.20
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.28B
JPMorgan Income Builder I
Price$9.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.09B
BKMIX vs JNBSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. JNBSX commentary
May 23, 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 JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.3B vs. JNBSX (8.09B). BKMIX (6.10) and JNBSX (5.95) have matching dividends . BKMIX was incepted earlier than JNBSX: BKMIX (8 years) vs JNBSX (18 years). JNBSX (0.82) is less costly to investors than BKMIX (0.62). JNBSX is a more actively managed with annual turnover of: 107.00 vs. BKMIX (83.00). JNBSX has a lower initial minimum investment than BKMIX: JNBSX (1000000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 7.85 vs. JNBSX (7.34). BKMIX return over 5 years is better than : 30.71 vs. JNBSX (27.85).
| BKMIX | JNBSX | BKMIX / JNBSX | |
| Total Expense Ratio | 0.52 | 0.60 | 87% |
| Annual Report Gross Expense Ratio | 0.62 | 0.82 | 76% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 3.206 | 3.122 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 8.09B | 127% |
| Annual Yield % from dividends | 6.10 | 5.95 | 103% |
| Returns for 1 year | 7.85 | 7.34 | 107% |
| Returns for 3 years | 21.19 | 16.37 | 129% |
| Returns for 5 years | 30.71 | 27.85 | 110% |
| Returns for 10 years | N/A | 42.30 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SPWYX | 14.13 | 0.03 | +0.21% |
| American Beacon Stephens Sm Cp Gr Y | |||
| BRKUX | 15.08 | N/A | N/A |
| MFS Blended Research Em Mkts Eq R4 | |||
| EMGNX | 28.93 | N/A | N/A |
| Allspring Emerging Markets Equity Inst | |||
| BRXBX | 14.76 | N/A | N/A |
| MFS Blended Research Intl Eq B | |||
| RSEBX | 65.16 | -0.02 | -0.03% |
| American Funds SMALLCAP World R2E | |||