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BKMIX vs JNBZX
BKMIX vs JNBZX Comparison
Open Charts BKMIX vs JNBZX
BlackRock Multi-Asset Income Portfolio K
Price$10.11
Change+$0.05 (+0.50%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder R6
Price$9.89
Change+$0.02 (+0.20%)
VolumeN/A
CapitalizationN/A
BKMIX vs JNBZX Comparison Chart
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BKMIX vs. JNBZX commentary
Dec 24, 2024
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 StrongBuy and JNBZX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. JNBZX (8.32B). BKMIX pays higher dividends than JNBZX: BKMIX (5.89) vs JNBZX (5.18). BKMIX was incepted earlier than JNBZX: BKMIX (8 years) vs JNBZX (7 years). BKMIX is a more actively managed with annual turnover of: 56.00 vs. JNBZX (48.00). BKMIX has a lower initial minimum investment than JNBZX: BKMIX (5000000) vs JNBZX (15000000). JNBZX (8.46) and BKMIX (8.13) have marching annual gain over last year. BKMIX return over 5 years is better than : 19.17 vs. JNBZX (13.21).
| BKMIX | JNBZX | BKMIX / JNBZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 7.110 | 7.822 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 8.32B | 126% |
| Annual Yield % from dividends | 5.89 | 5.18 | 114% |
| Returns for 1 year | 8.13 | 8.46 | 96% |
| Returns for 3 years | 5.92 | 2.23 | 265% |
| Returns for 5 years | 19.17 | 13.21 | 145% |
| Returns for 10 years | N/A | N/A | - |
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