BKMIX
Price
$10.05
Change
+$0.08 (+0.80%)
Updated
Apr 24 closing price
Net Assets
10.08B
WBAIX
Price
$16.64
Change
+$0.11 (+0.67%)
Updated
Apr 24 closing price
Net Assets
230.58M
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BKMIX vs WBAIX

Header iconBKMIX vs WBAIX Comparison
Open Charts BKMIX vs WBAIXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$10.05
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets10.08B
Weitz Conservative Allocation-Instl Cl
Price$16.64
Change+$0.11 (+0.67%)
VolumeN/A
Net Assets230.58M
BKMIX vs WBAIX Comparison Chart
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BKMIX vs. WBAIX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.1B vs. WBAIX (231M). 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 : 6.35 vs. WBAIX (-0.53). BKMIX return over 5 years is better than : 28.97 vs. WBAIX (25.17).
BKMIXWBAIXBKMIX / WBAIX
Total Expense Ratio0.520.7074%
Annual Report Gross Expense Ratio0.620.7781%
Fund Existence8 years6 years-
Gain YTD-0.261-2.07313%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets10.1B231M4,372%
Annual Yield % from dividends6.052.11286%
Returns for 1 year6.35-0.53-1,209%
Returns for 3 years12.646.68189%
Returns for 5 years28.9725.17115%
Returns for 10 yearsN/AN/A-
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