BKMIX
Price
$10.40
Change
+$0.01 (+0.10%)
Updated
Jun 27 closing price
Net Assets
10.43B
WBALX
Price
$16.90
Change
+$0.02 (+0.12%)
Updated
Jun 27 closing price
Net Assets
233.42M
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BKMIX vs WBALX

Header iconBKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$10.40
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.43B
Weitz Conservative Allocation-Inv Cl
Price$16.90
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets233.42M
BKMIX vs WBALX Comparison Chart in %
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BKMIX vs. WBALX commentary
Jul 01, 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 Buy and WBALX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. WBALX (233M). BKMIX pays higher dividends than WBALX: BKMIX (6.04) vs WBALX (1.99). 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 (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 : 10.20 vs. WBALX (1.49). BKMIX return over 5 years is better than : 31.25 vs. WBALX (24.90).
BKMIXWBALXBKMIX / WBALX
Total Expense Ratio0.520.8561%
Annual Report Gross Expense Ratio0.621.0261%
Fund Existence8 years22 years-
Gain YTD5.7121.198477%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.4B233M4,464%
Annual Yield % from dividends6.041.99303%
Returns for 1 year10.201.49686%
Returns for 3 years27.6915.91174%
Returns for 5 years31.2524.90125%
Returns for 10 yearsN/A38.04-
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