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BKMIX vs WBAIX
BKMIX vs WBAIX Comparison
Open Charts BKMIX vs WBAIX
BlackRock Multi-Asset Income Portfolio K
Price$10.61
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets10.64B
Weitz Conservative Allocation-Instl Cl
Price$17.22
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets230.6M
BKMIX vs WBAIX Comparison Chart in %
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BKMIX vs. WBAIX commentary
Oct 08, 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 Hold and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. WBAIX (231M). BKMIX pays higher dividends than WBAIX: BKMIX (5.77) vs WBAIX (2.08). BKMIX was incepted earlier than WBAIX: BKMIX (9 years) vs WBAIX (7 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 : 9.12 vs. WBAIX (0.10). BKMIX return over 5 years is better than : 29.60 vs. WBAIX (20.27).
| 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 | 7 years | - |
| Gain YTD | 9.953 | 3.195 | 311% |
| 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 | 5.77 | 2.08 | 277% |
| Returns for 1 year | 9.12 | 0.10 | 9,410% |
| Returns for 3 years | 37.07 | 22.07 | 168% |
| Returns for 5 years | 29.60 | 20.27 | 146% |
| Returns for 10 years | N/A | N/A | - |
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