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BKMIX vs JNBSX
BKMIX vs JNBSX Comparison
Open Charts BKMIX vs JNBSX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change-$0.06 (-0.58%)
VolumeN/A
Net Assets10.41B
JPMorgan Income Builder I
Price$10.03
Change-$0.06 (-0.59%)
VolumeN/A
Net Assets8.22B
BKMIX vs JNBSX Comparison Chart
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BKMIX vs. JNBSX commentary
Jun 15, 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: 10.4B vs. JNBSX (8.22B). BKMIX (6.04) and JNBSX (5.84) 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 (9.77) and JNBSX (9.37) have marching annual gain over last year. BKMIX return over 5 years is better than : 30.37 vs. JNBSX (26.23).
| 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 | 5.306 | 5.525 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 8.22B | 126% |
| Annual Yield % from dividends | 6.04 | 5.84 | 103% |
| Returns for 1 year | 9.77 | 9.37 | 104% |
| Returns for 3 years | 27.73 | 25.07 | 111% |
| Returns for 5 years | 30.37 | 26.23 | 116% |
| Returns for 10 years | N/A | 49.22 | - |
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