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BKMIX vs JNBZX
BKMIX vs JNBZX Comparison
Open Charts BKMIX vs JNBZX
BlackRock Multi-Asset Income Portfolio K
Price$10.08
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets10.36B
JPMorgan Income Builder R6
Price$9.70
Change-$0.16 (-1.62%)
VolumeN/A
Net Assets8.13B
BKMIX vs JNBZX Comparison Chart
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BKMIX vs. JNBZX 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 JNBZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. JNBZX (8.13B). BKMIX (6.05) and JNBZX (5.98) have matching dividends . BKMIX was incepted earlier than JNBZX: BKMIX (8 years) vs JNBZX (7 years). BKMIX (0.62) is less costly to investors than JNBZX (0.55). JNBZX is a more actively managed with annual turnover of: 107.00 vs. BKMIX (83.00). BKMIX has a lower initial minimum investment than JNBZX: BKMIX (5000000) vs JNBZX (15000000). BKMIX annual gain was more profitable for investors over the last year : 6.77 vs. JNBZX (5.99). BKMIX return over 5 years is better than : 38.10 vs. JNBZX (35.24).
| BKMIX | JNBZX | BKMIX / JNBZX | |
| Total Expense Ratio | 0.52 | 0.52 | 100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.55 | 113% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 1.348 | 0.429 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 8.13B | 128% |
| Annual Yield % from dividends | 6.05 | 5.98 | 101% |
| Returns for 1 year | 6.77 | 5.99 | 113% |
| Returns for 3 years | 11.06 | 6.24 | 177% |
| Returns for 5 years | 38.10 | 35.24 | 108% |
| Returns for 10 years | N/A | N/A | - |
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