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BKMIX vs VGWIX
BKMIX vs VGWIX Comparison
Open Charts BKMIX vs VGWIX
BlackRock Multi-Asset Income Portfolio K
Price$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.23B
Vanguard Global Wellesley Income I
Price$22.23
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets579.43M
BKMIX vs VGWIX Comparison Chart
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BKMIX vs. VGWIX commentary
May 11, 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 VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.2B vs. VGWIX (579M). BKMIX pays higher dividends than VGWIX: BKMIX (6.10) vs VGWIX (3.67). BKMIX was incepted earlier than VGWIX: BKMIX (8 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 : 7.54 vs. VGWIX (6.23). BKMIX return over 5 years is better than : 30.98 vs. VGWIX (24.02).
| BKMIX | VGWIX | BKMIX / VGWIX | |
| Total Expense Ratio | 0.52 | 0.44 | 118% |
| Annual Report Gross Expense Ratio | 0.62 | 0.44 | 141% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 2.599 | 3.722 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 579M | 1,762% |
| Annual Yield % from dividends | 6.10 | 3.67 | 167% |
| Returns for 1 year | 7.54 | 6.23 | 121% |
| Returns for 3 years | 20.00 | 14.45 | 138% |
| Returns for 5 years | 30.98 | 24.02 | 129% |
| Returns for 10 years | N/A | N/A | - |
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