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BKMIX vs WBALX
BKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALX
BlackRock Multi-Asset Income Portfolio K
Price$10.57
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.57B
Weitz Conservative Allocation-Inv Cl
Price$17.16
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets233.69M
BKMIX vs WBALX Comparison Chart in %
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BKMIX vs. WBALX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. WBALX (234M). BKMIX pays higher dividends than WBALX: BKMIX (5.86) vs WBALX (1.97). 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 : 8.98 vs. WBALX (0.22). BKMIX return over 5 years is better than : 29.20 vs. WBALX (20.94).
| BKMIX | WBALX | BKMIX / WBALX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.62 | 1.00 | 62% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 9.021 | 2.755 | 327% |
| 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 | 234M | 4,530% |
| Annual Yield % from dividends | 5.86 | 1.97 | 297% |
| Returns for 1 year | 8.98 | 0.22 | 4,167% |
| Returns for 3 years | 30.24 | 17.01 | 178% |
| Returns for 5 years | 29.20 | 20.94 | 139% |
| Returns for 10 years | N/A | 43.16 | - |
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