BKMIX
Price
$10.46
Change
+$0.01 (+0.10%)
Updated
Aug 7 closing price
Net Assets
10.49B
WBAIX
Price
$16.89
Change
-$0.03 (-0.18%)
Updated
Aug 7 closing price
Net Assets
233.43M
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BKMIX vs WBAIX

Header iconBKMIX vs WBAIX Comparison
Open Charts BKMIX vs WBAIXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$10.46
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.49B
Weitz Conservative Allocation-Instl Cl
Price$16.89
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets233.43M
BKMIX vs WBAIX Comparison Chart in %
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BKMIX vs. WBAIX commentary
Aug 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 Buy and WBAIX is a Buy.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. WBAIX (233M). BKMIX pays higher dividends than WBAIX: BKMIX (5.95) vs WBAIX (2.10). BKMIX was incepted earlier than WBAIX: BKMIX (9 years) vs WBAIX (6 years). WBAIX (0.77) 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 : 10.56 vs. WBAIX (1.05). BKMIX return over 5 years is better than : 27.75 vs. WBAIX (20.49).
BKMIXWBAIXBKMIX / WBAIX
Total Expense Ratio0.520.7074%
Annual Report Gross Expense Ratio0.620.7781%
Fund Existence9 years6 years-
Gain YTD7.3851.162635%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets10.5B233M4,506%
Annual Yield % from dividends5.952.10283%
Returns for 1 year10.561.051,004%
Returns for 3 years24.5011.67210%
Returns for 5 years27.7520.49135%
Returns for 10 yearsN/AN/A-
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