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BKMIX vs WBAIX
BKMIX vs WBAIX Comparison
Open Charts BKMIX vs WBAIX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.35B
Weitz Conservative Allocation-Instl Cl
Price$17.06
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets233.91M
BKMIX vs WBAIX Comparison Chart
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BKMIX vs. WBAIX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. WBAIX (234M). BKMIX pays higher dividends than WBAIX: BKMIX (6.04) vs WBAIX (2.09). 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 : 8.92 vs. WBAIX (1.17). BKMIX return over 5 years is better than : 27.76 vs. WBAIX (21.60).
| 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 | 4.696 | 0.770 | 610% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 234M | 4,444% |
| Annual Yield % from dividends | 6.04 | 2.09 | 288% |
| Returns for 1 year | 8.92 | 1.17 | 762% |
| Returns for 3 years | 20.64 | 11.29 | 183% |
| Returns for 5 years | 27.76 | 21.60 | 129% |
| Returns for 10 years | N/A | N/A | - |
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