Interact to see
Advertisement
Advertisement
BKMIX vs WBALX
BKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALX
BlackRock Multi-Asset Income Portfolio K
Price$10.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.65B
Weitz Conservative Allocation-Inv Cl
Price$17.20
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets230.53M
BKMIX vs WBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. WBALX commentary
Oct 06, 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: 10.6B vs. WBALX (231M). 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 : 8.90 vs. WBALX (-0.63). BKMIX return over 5 years is better than : 31.07 vs. WBALX (20.90).
| 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 | 10.264 | 2.995 | 343% |
| 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 | 231M | 4,589% |
| Annual Yield % from dividends | 5.77 | 1.98 | 291% |
| Returns for 1 year | 8.90 | -0.63 | -1,409% |
| Returns for 3 years | 35.13 | 19.13 | 184% |
| Returns for 5 years | 31.07 | 20.90 | 149% |
| Returns for 10 years | N/A | 42.95 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WFMIX | 50.92 | 0.29 | +0.57% |
| Allspring Special Mid Cap Value Inst | |||
| REVCX | 13.64 | 0.05 | +0.37% |
| Columbia Global Value C | |||
| MSFAX | 34.78 | 0.12 | +0.35% |
| Morgan Stanley Inst Global Franchise I | |||
| PRKZX | 7.87 | 0.01 | +0.13% |
| PGIM Real Estate Income Z | |||
| DTLGX | 51.98 | -0.19 | -0.36% |
| Wilshire Large Company Growth Invmt | |||