BKMIX
Price
$10.62
Change
-$0.02 (-0.19%)
Updated
Sep 12 closing price
Net Assets
10.6B
WBALX
Price
$17.09
Change
-$0.09 (-0.52%)
Updated
Sep 12 closing price
Net Assets
231.66M
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BKMIX vs WBALX

Header iconBKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$10.62
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets10.6B
Weitz Conservative Allocation-Inv Cl
Price$17.09
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets231.66M
BKMIX vs WBALX Comparison Chart in %
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BKMIX vs. WBALX commentary
Sep 16, 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 WBALX is a Buy.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. WBALX (232M). BKMIX pays higher dividends than WBALX: BKMIX (5.86) vs WBALX (1.97). BKMIX was incepted earlier than WBALX: BKMIX (9 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. WBALX (25.00). WBALX has a lower initial minimum investment than BKMIX: WBALX (2500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 9.18 vs. WBALX (-0.82). BKMIX return over 5 years is better than : 29.93 vs. WBALX (20.68).
BKMIXWBALXBKMIX / WBALX
Total Expense Ratio0.520.8561%
Annual Report Gross Expense Ratio0.621.0062%
Fund Existence9 years22 years-
Gain YTD9.5372.336408%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.6B232M4,569%
Annual Yield % from dividends5.861.97297%
Returns for 1 year9.18-0.82-1,122%
Returns for 3 years30.3216.46184%
Returns for 5 years29.9320.68145%
Returns for 10 yearsN/A42.80-
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