BKMIX
Price
$10.60
Change
-$0.00 (-0.00%)
Updated
Oct 17 closing price
Net Assets
10.57B
WBALX
Price
$17.10
Change
+$0.05 (+0.29%)
Updated
Oct 17 closing price
Net Assets
227.79M
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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$10.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.57B
Weitz Conservative Allocation-Inv Cl
Price$17.10
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets227.79M
BKMIX vs WBALX Comparison Chart in %
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BKMIX vs. WBALX commentary
Oct 20, 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 Hold and WBALX is a Buy.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. WBALX (228M). BKMIX pays higher dividends than WBALX: BKMIX (5.77) vs WBALX (1.98). 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 : 8.18 vs. WBALX (-2.04). BKMIX return over 5 years is better than : 29.48 vs. WBALX (18.47).
BKMIXWBALXBKMIX / WBALX
Total Expense Ratio0.520.8561%
Annual Report Gross Expense Ratio0.621.0062%
Fund Existence9 years22 years-
Gain YTD9.8492.396411%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.6B228M4,649%
Annual Yield % from dividends5.771.98291%
Returns for 1 year8.18-2.04-401%
Returns for 3 years36.8020.18182%
Returns for 5 years29.4818.47160%
Returns for 10 yearsN/A40.30-
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