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BKMIX vs WBAIX
BKMIX vs WBAIX Comparison
Open Charts BKMIX vs WBAIX
BlackRock Multi-Asset Income Portfolio K
Price$10.22
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Instl Cl
Price$17.05
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
BKMIX vs WBAIX Comparison Chart
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BKMIX vs. WBAIX commentary
Dec 19, 2024
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 StrongBuy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. WBAIX (241M). BKMIX pays higher dividends than WBAIX: BKMIX (5.89) vs WBAIX (1.64). BKMIX was incepted earlier than WBAIX: BKMIX (8 years) vs WBAIX (6 years). BKMIX is a more actively managed with annual turnover of: 56.00 vs. WBAIX (20.00). 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 : 9.63 vs. WBAIX (5.65). WBAIX return over 5 years is better than : 23.39 vs. BKMIX (20.69).
| BKMIX | WBAIX | BKMIX / WBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 8.275 | 5.081 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 241M | 4,440% |
| Annual Yield % from dividends | 5.89 | 1.64 | 359% |
| Returns for 1 year | 9.63 | 5.65 | 170% |
| Returns for 3 years | 6.51 | 4.21 | 155% |
| Returns for 5 years | 20.69 | 23.39 | 88% |
| Returns for 10 years | N/A | N/A | - |
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