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BKMIX vs WBALX
BKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.58B
Weitz Conservative Allocation-Inv Cl
Price$17.03
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets241.19M
BKMIX vs WBALX Comparison Chart
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BKMIX vs. WBALX 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 WBALX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B 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 : 9.79 vs. WBALX (2.50). BKMIX (20.41) and WBALX (19.51) have equivalent 5 years return.
| 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 | 2.341 | 1.068 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 241M | 4,398% |
| Annual Yield % from dividends | 5.89 | 1.54 | 381% |
| Returns for 1 year | 9.79 | 2.50 | 391% |
| Returns for 3 years | 12.74 | 8.58 | 149% |
| Returns for 5 years | 20.41 | 19.51 | 105% |
| Returns for 10 years | N/A | 30.54 | - |
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