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BKMIX vs WBALX
BKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.35B
Weitz Conservative Allocation-Inv Cl
Price$17.01
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets233.91M
BKMIX vs WBALX Comparison Chart
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BKMIX vs. WBALX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. WBALX (234M). BKMIX pays higher dividends than WBALX: BKMIX (6.04) vs WBALX (1.99). 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 : 8.92 vs. WBALX (1.01). BKMIX return over 5 years is better than : 27.76 vs. WBALX (20.70).
| BKMIX | WBALX | BKMIX / WBALX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.62 | 1.02 | 61% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 4.696 | 0.653 | 719% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 234M | 4,444% |
| Annual Yield % from dividends | 6.04 | 1.99 | 303% |
| Returns for 1 year | 8.92 | 1.01 | 885% |
| Returns for 3 years | 20.64 | 10.76 | 192% |
| Returns for 5 years | 27.76 | 20.70 | 134% |
| Returns for 10 years | N/A | 31.12 | - |
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