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BKMIX vs WBAIX
BKMIX vs WBAIX Comparison
Open Charts BKMIX vs WBAIX
BlackRock Multi-Asset Income Portfolio K
Price$10.08
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets10.36B
Weitz Conservative Allocation-Instl Cl
Price$16.67
Change-$0.23 (-1.36%)
VolumeN/A
Net Assets237.33M
BKMIX vs WBAIX Comparison Chart
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BKMIX vs. WBAIX commentary
Apr 04, 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: 10.4B vs. WBAIX (237M). BKMIX pays higher dividends than WBAIX: BKMIX (6.05) vs WBAIX (2.11). BKMIX was incepted earlier than WBAIX: BKMIX (8 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 (27.00). 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 : 6.77 vs. WBAIX (0.58). BKMIX return over 5 years is better than : 38.10 vs. WBAIX (34.60).
| BKMIX | WBAIX | BKMIX / WBAIX | |
| Total Expense Ratio | 0.52 | 0.70 | 74% |
| Annual Report Gross Expense Ratio | 0.62 | 0.77 | 81% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 1.348 | 0.118 | 1,137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 237M | 4,388% |
| Annual Yield % from dividends | 6.05 | 2.11 | 286% |
| Returns for 1 year | 6.77 | 0.58 | 1,176% |
| Returns for 3 years | 11.06 | 6.07 | 182% |
| Returns for 5 years | 38.10 | 34.60 | 110% |
| Returns for 10 years | N/A | N/A | - |
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