BKMIX
Price
$9.39
Change
-$0.03 (-0.32%)
Updated
Sep 27, 6:59 PM EST
WBALX
Price
$16.01
Change
+$0.01 (+0.06%)
Updated
Sep 27, 6:59 PM EST

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$9.39
Change-$0.03 (-0.32%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$16.01
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
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BKMIX vs WBALX Comparison Chart

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VS
BKMIX vs. WBALX commentary
Sep 28, 2023

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 StrongSell.

FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 11.4B vs. WBALX (218M). BKMIX pays higher dividends than WBALX: BKMIX (5.72) vs WBALX (1.28). BKMIX was incepted earlier than WBALX: BKMIX (7 years) vs WBALX (20 years). WBALX (0.99) is less costly to investors than BKMIX (0.61). BKMIX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). WBALX has a lower initial minimum investment than BKMIX: WBALX (2500) vs BKMIX (5000000). WBALX annual gain was more profitable for investors over the last year : 9.63 vs. BKMIX (7.68). WBALX return over 5 years is better than : 18.74 vs. BKMIX (11.34).
BKMIXWBALXBKMIX / WBALX
Total Expense Ratio0.520.8561%
Annual Report Gross Expense Ratio0.610.9962%
Fund Existence7 years20 years-
Gain YTD2.3235.26744%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.4B218M5,229%
Annual Yield % from dividends5.721.28446%
Returns for 1 year7.689.6380%
Returns for 3 years3.219.4134%
Returns for 5 years11.3418.7461%
Returns for 10 yearsN/A20.73-
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