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BKMIX vs WBAIX
BKMIX vs WBAIX Comparison
Open Charts BKMIX vs WBAIX
BlackRock Multi-Asset Income Portfolio K
Price$10.38
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.4B
Weitz Conservative Allocation-Instl Cl
Price$16.93
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets231.38M
BKMIX vs WBAIX Comparison Chart in %
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BKMIX vs. WBAIX commentary
Jul 17, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. WBAIX (231M). BKMIX pays higher dividends than WBAIX: BKMIX (5.95) vs WBAIX (2.10). 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 (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 : 8.13 vs. WBAIX (-0.75). BKMIX return over 5 years is better than : 28.47 vs. WBAIX (21.49).
| 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 | 6.056 | 1.043 | 581% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 231M | 4,502% |
| Annual Yield % from dividends | 5.95 | 2.10 | 283% |
| Returns for 1 year | 8.13 | -0.75 | -1,082% |
| Returns for 3 years | 28.21 | 15.28 | 185% |
| Returns for 5 years | 28.47 | 21.49 | 132% |
| Returns for 10 years | N/A | N/A | - |
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