Ad is loading...
BKMIX vs NAARX
BKMIX vs NAARX Comparison
Open Charts BKMIX vs NAARX
BlackRock Multi-Asset Income Portfolio K
Price$10.14
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets10.25B
American Funds Retire Inc Port-Cnsrv A
Price$11.96
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.25B
BKMIX vs NAARX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. NAARX commentary
May 09, 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 NAARX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.2B vs. NAARX (1.25B). BKMIX pays higher dividends than NAARX: BKMIX (6.10) vs NAARX (3.34). BKMIX was incepted earlier than NAARX: BKMIX (8 years) vs NAARX (10 years). BKMIX (0.62) and NAARX (0.59) have similar cost to investors . BKMIX is a more actively managed with annual turnover of: 83.00 vs. NAARX (12.00). NAARX has a lower initial minimum investment than BKMIX: NAARX (250) vs BKMIX (5000000). NAARX annual gain was more profitable for investors over the last year : 9.01 vs. BKMIX (7.97). BKMIX return over 5 years is better than : 31.11 vs. NAARX (22.71).
| BKMIX | NAARX | BKMIX / NAARX | |
| Total Expense Ratio | 0.52 | 0.59 | 88% |
| Annual Report Gross Expense Ratio | 0.62 | 0.59 | 105% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 2.700 | 3.368 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 1.25B | 819% |
| Annual Yield % from dividends | 6.10 | 3.34 | 183% |
| Returns for 1 year | 7.97 | 9.01 | 88% |
| Returns for 3 years | 20.12 | 14.58 | 138% |
| Returns for 5 years | 31.11 | 22.71 | 137% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers