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BKMIX vs SWKRX
BKMIX vs SWKRX Comparison
Open Charts BKMIX vs SWKRX
BlackRock Multi-Asset Income Portfolio K
Price$10.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.4B
Schwab® Monthly Income Flexible Payout
Price$10.37
Change-$0.09 (-0.86%)
VolumeN/A
Net Assets67.14M
BKMIX vs SWKRX Comparison Chart in %
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BKMIX vs. SWKRX commentary
Aug 02, 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 SWKRX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. SWKRX (67.1M). BKMIX pays higher dividends than SWKRX: BKMIX (5.95) vs SWKRX (4.58). BKMIX was incepted earlier than SWKRX: BKMIX (8 years) vs SWKRX (17 years). BKMIX (0.62) is less costly to investors than SWKRX (0.35). BKMIX is a more actively managed with annual turnover of: 83.00 vs. SWKRX (14.00). SWKRX has a lower initial minimum investment than BKMIX: SWKRX (0) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.00 vs. SWKRX (6.21). BKMIX return over 5 years is better than : 27.61 vs. SWKRX (9.95).
| BKMIX | SWKRX | BKMIX / SWKRX | |
| Total Expense Ratio | 0.52 | 0.19 | 274% |
| Annual Report Gross Expense Ratio | 0.62 | 0.35 | 177% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 6.465 | 6.912 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 67.1M | 15,499% |
| Annual Yield % from dividends | 5.95 | 4.58 | 130% |
| Returns for 1 year | 8.00 | 6.21 | 129% |
| Returns for 3 years | 23.55 | 11.20 | 210% |
| Returns for 5 years | 27.61 | 9.95 | 277% |
| Returns for 10 years | N/A | 24.11 | - |
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