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BKMIX vs JNBSX
BKMIX vs JNBSX Comparison
Open Charts BKMIX vs JNBSX
BlackRock Multi-Asset Income Portfolio K
Price$10.40
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.48B
JPMorgan Income Builder I
Price$10.16
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets8.31B
BKMIX vs JNBSX Comparison Chart in %
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BKMIX vs. JNBSX commentary
Jul 12, 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: 10.5B vs. JNBSX (8.31B). BKMIX (5.95) and JNBSX (5.76) 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 (9.29) and JNBSX (9.26) have marching annual gain over last year. BKMIX return over 5 years is better than : 30.32 vs. JNBSX (26.41).
| 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 | 6.567 | 7.238 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 8.31B | 126% |
| Annual Yield % from dividends | 5.95 | 5.76 | 103% |
| Returns for 1 year | 9.29 | 9.26 | 100% |
| Returns for 3 years | 28.96 | 26.44 | 110% |
| Returns for 5 years | 30.32 | 26.41 | 115% |
| Returns for 10 years | N/A | 50.70 | - |
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