BKMIX
Price
$10.09
Change
-$0.00 (-0.00%)
Updated
Mar 27, 6:59 PM EST
WBALX
Price
$17.13
Change
-$0.00 (-0.00%)
Updated
Mar 27, 6:59 PM EST
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BKMIX vs WBALX ᐉ Comparison: Which is Better to Invest?

Header iconBKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$10.09
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$17.13
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BKMIX vs WBALX Comparison Chart

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VS
BKMIX vs. WBALX commentary
Mar 28, 2024

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: 11.2B vs. WBALX (234M). BKMIX pays higher dividends than WBALX: BKMIX (5.92) vs WBALX (1.56). BKMIX was incepted earlier than WBALX: BKMIX (7 years) vs WBALX (21 years). WBALX (0.99) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 56.00 vs. WBALX (20.00). WBALX has a lower initial minimum investment than BKMIX: WBALX (2500) vs BKMIX (5000000). WBALX (12.49) and BKMIX (12.07) have marching annual gain over last year. WBALX return over 5 years is better than : 30.08 vs. BKMIX (20.65).
BKMIXWBALXBKMIX / WBALX
Total Expense Ratio0.520.8561%
Annual Report Gross Expense Ratio0.620.9963%
Fund Existence7 years21 years-
Gain YTD2.0763.50559%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.2B234M4,786%
Annual Yield % from dividends5.921.56379%
Returns for 1 year12.0712.4997%
Returns for 3 years4.397.6757%
Returns for 5 years20.6530.0869%
Returns for 10 yearsN/A28.25-
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