Interact to see
Advertisement
Advertisement
BKMIX vs VGWIX
BKMIX vs VGWIX Comparison
Open Charts BKMIX vs VGWIX
BlackRock Multi-Asset Income Portfolio K
Price$10.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.63B
Vanguard Global Wellesley Income I
Price$23.29
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets638.95M
BKMIX vs VGWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. VGWIX commentary
Sep 18, 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 StrongBuy and VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. VGWIX (639M). BKMIX pays higher dividends than VGWIX: BKMIX (5.86) vs VGWIX (3.56). BKMIX was incepted earlier than VGWIX: BKMIX (9 years) vs VGWIX (8 years). BKMIX (0.62) is less costly to investors than VGWIX (0.44). VGWIX is a more actively managed with annual turnover of: 106.00 vs. BKMIX (83.00). VGWIX has a lower initial minimum investment than BKMIX: VGWIX (3000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.55 vs. VGWIX (5.92). BKMIX return over 5 years is better than : 29.93 vs. VGWIX (22.66).
| BKMIX | VGWIX | BKMIX / VGWIX | |
| Total Expense Ratio | 0.52 | 0.44 | 118% |
| Annual Report Gross Expense Ratio | 0.62 | 0.44 | 141% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 9.537 | 9.451 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 639M | 1,659% |
| Annual Yield % from dividends | 5.86 | 3.56 | 165% |
| Returns for 1 year | 8.55 | 5.92 | 144% |
| Returns for 3 years | 31.67 | 25.12 | 126% |
| Returns for 5 years | 29.93 | 22.66 | 132% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement