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BKMIX vs WBAIX
BKMIX vs WBAIX Comparison
Open Charts BKMIX vs WBAIX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.58B
Weitz Conservative Allocation-Instl Cl
Price$17.07
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets241.19M
BKMIX vs WBAIX Comparison Chart
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BKMIX vs. WBAIX commentary
Feb 23, 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 StrongBuy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B 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 : 9.79 vs. WBAIX (3.21). WBAIX (21.04) and BKMIX (20.41) have equivalent 5 years return.
| 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 | 2.341 | 1.659 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 241M | 4,398% |
| Annual Yield % from dividends | 5.89 | 1.64 | 359% |
| Returns for 1 year | 9.79 | 3.21 | 305% |
| Returns for 3 years | 12.74 | 9.60 | 133% |
| Returns for 5 years | 20.41 | 21.04 | 97% |
| Returns for 10 years | N/A | N/A | - |
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