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BKMIX vs WBALX
BKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALX
BlackRock Multi-Asset Income Portfolio K
Price$10.18
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.36B
Weitz Conservative Allocation-Inv Cl
Price$16.85
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets236.93M
BKMIX vs WBALX Comparison Chart
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BKMIX vs. WBALX commentary
Apr 03, 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.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. WBALX (237M). 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 : 7.83 vs. WBALX (0.06). BKMIX return over 5 years is better than : 39.47 vs. WBALX (33.13).
| 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 | 2.353 | -0.297 | -793% |
| 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 | 237M | 4,388% |
| Annual Yield % from dividends | 6.05 | 2.01 | 301% |
| Returns for 1 year | 7.83 | 0.06 | 14,215% |
| Returns for 3 years | 12.37 | 5.38 | 230% |
| Returns for 5 years | 39.47 | 33.13 | 119% |
| Returns for 10 years | N/A | 28.87 | - |
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