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BKMIX vs JNBSX
BKMIX vs JNBSX Comparison
Open Charts BKMIX vs JNBSX
BlackRock Multi-Asset Income Portfolio K
Price$10.08
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets10.36B
JPMorgan Income Builder I
Price$9.70
Change-$0.16 (-1.62%)
VolumeN/A
Net Assets8.13B
BKMIX vs JNBSX Comparison Chart
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BKMIX vs. JNBSX commentary
Apr 04, 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 JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. JNBSX (8.13B). BKMIX (6.05) and JNBSX (5.90) have matching dividends . BKMIX was incepted earlier than JNBSX: BKMIX (8 years) vs JNBSX (18 years). JNBSX (0.80) 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). JNBSX annual gain was more profitable for investors over the last year : 7.65 vs. BKMIX (6.77). BKMIX (38.10) and JNBSX (36.94) have equivalent 5 years return.
| BKMIX | JNBSX | BKMIX / JNBSX | |
| Total Expense Ratio | 0.52 | 0.60 | 87% |
| Annual Report Gross Expense Ratio | 0.62 | 0.80 | 77% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 1.348 | 2.066 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 8.13B | 128% |
| Annual Yield % from dividends | 6.05 | 5.90 | 103% |
| Returns for 1 year | 6.77 | 7.65 | 88% |
| Returns for 3 years | 11.06 | 7.75 | 143% |
| Returns for 5 years | 38.10 | 36.94 | 103% |
| Returns for 10 years | N/A | 41.63 | - |
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