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BKMIX vs WBALX
BKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALX
BlackRock Multi-Asset Income Portfolio K
Price$10.22
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$17.02
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
BKMIX vs WBALX Comparison Chart
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BKMIX vs. WBALX 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. WBALX (241M). BKMIX pays higher dividends than WBALX: BKMIX (5.89) vs WBALX (1.54). BKMIX was incepted earlier than WBALX: BKMIX (8 years) vs WBALX (21 years). BKMIX is a more actively managed with annual turnover of: 56.00 vs. WBALX (20.00). 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 : 9.63 vs. WBALX (5.56). WBALX return over 5 years is better than : 22.54 vs. BKMIX (20.69).
| BKMIX | WBALX | BKMIX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 8.275 | 4.918 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 241M | 4,440% |
| Annual Yield % from dividends | 5.89 | 1.54 | 381% |
| Returns for 1 year | 9.63 | 5.56 | 173% |
| Returns for 3 years | 6.51 | 3.77 | 172% |
| Returns for 5 years | 20.69 | 22.54 | 92% |
| Returns for 10 years | N/A | 28.64 | - |
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