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BKMIX vs WBAIX
BKMIX vs WBAIX Comparison
Open Charts BKMIX vs WBAIX
BlackRock Multi-Asset Income Portfolio K
Price$10.62
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.63B
Weitz Conservative Allocation-Instl Cl
Price$17.11
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets230.82M
BKMIX vs WBAIX Comparison Chart in %
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BKMIX vs. WBAIX 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 WBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. WBAIX (231M). BKMIX pays higher dividends than WBAIX: BKMIX (5.86) vs WBAIX (2.07). BKMIX was incepted earlier than WBAIX: BKMIX (9 years) vs WBAIX (6 years). WBAIX (0.76) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. WBAIX (25.00). WBAIX has a lower initial minimum investment than BKMIX: WBAIX (1000000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.65 vs. WBAIX (-1.44). BKMIX return over 5 years is better than : 29.69 vs. WBAIX (20.79).
| BKMIX | WBAIX | BKMIX / WBAIX | |
| Total Expense Ratio | 0.52 | 0.70 | 74% |
| Annual Report Gross Expense Ratio | 0.62 | 0.76 | 82% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 9.640 | 2.358 | 409% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 231M | 4,589% |
| Annual Yield % from dividends | 5.86 | 2.07 | 283% |
| Returns for 1 year | 8.65 | -1.44 | -600% |
| Returns for 3 years | 31.79 | 18.08 | 176% |
| Returns for 5 years | 29.69 | 20.79 | 143% |
| Returns for 10 years | N/A | N/A | - |
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