BKMIX
Price
$10.05
Change
+$0.08 (+0.80%)
Updated
Apr 24 closing price
Net Assets
10.08B
WBALX
Price
$16.49
Change
+$0.07 (+0.43%)
Updated
Apr 23 closing price
Net Assets
229.66M
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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$10.05
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets10.08B
Weitz Conservative Allocation-Inv Cl
Price$16.49
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets229.66M
BKMIX vs WBALX Comparison Chart
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BKMIX vs. WBALX 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 WBALX is a Buy.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.1B vs. WBALX (230M). BKMIX pays higher dividends than WBALX: BKMIX (6.05) vs WBALX (2.01). BKMIX was incepted earlier than WBALX: BKMIX (8 years) vs WBALX (22 years). WBALX (1.02) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. WBALX (27.00). 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 : 6.35 vs. WBALX (-1.17). BKMIX return over 5 years is better than : 28.97 vs. WBALX (23.71).
BKMIXWBALXBKMIX / WBALX
Total Expense Ratio0.520.8561%
Annual Report Gross Expense Ratio0.621.0261%
Fund Existence8 years22 years-
Gain YTD-0.261-2.55210%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.1B230M4,391%
Annual Yield % from dividends6.052.01301%
Returns for 1 year6.35-1.17-543%
Returns for 3 years12.646.11207%
Returns for 5 years28.9723.71122%
Returns for 10 yearsN/A25.42-
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