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BKMIX vs NAARX
BKMIX vs NAARX Comparison
Open Charts BKMIX vs NAARX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.32B
American Funds Retire Inc Port-Cnsrv A
Price$12.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.27B
BKMIX vs NAARX Comparison Chart in %
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BKMIX vs. NAARX commentary
Jun 23, 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: 10.3B vs. NAARX (1.27B). BKMIX pays higher dividends than NAARX: BKMIX (6.04) vs NAARX (3.29). 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 : 9.53 vs. BKMIX (8.82). BKMIX return over 5 years is better than : 28.49 vs. NAARX (21.93).
| 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 | 4.492 | 5.874 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 1.27B | 810% |
| Annual Yield % from dividends | 6.04 | 3.29 | 184% |
| Returns for 1 year | 8.82 | 9.53 | 93% |
| Returns for 3 years | 26.61 | 20.43 | 130% |
| Returns for 5 years | 28.49 | 21.93 | 130% |
| Returns for 10 years | N/A | N/A | - |
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