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BKMIX vs WBALX
BKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALX
BlackRock Multi-Asset Income Portfolio K
Price$10.37
Change+$0.04 (+0.39%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$17.74
Change+$0.08 (+0.45%)
VolumeN/A
CapitalizationN/A
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BKMIX vs WBALX Comparison Chart
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BKMIX vs. WBALX commentary
Oct 13, 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 Sell and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 11B vs. WBALX (244M). BKMIX pays higher dividends than WBALX: BKMIX (5.89) vs WBALX (1.54). BKMIX was incepted earlier than WBALX: BKMIX (8 years) vs WBALX (21 years). 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). BKMIX annual gain was more profitable for investors over the last year : 18.21 vs. WBALX (12.54). WBALX return over 5 years is better than : 28.68 vs. BKMIX (24.05).
| BKMIX | WBALX | BKMIX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 8.819 | 8.148 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 244M | 4,508% |
| Annual Yield % from dividends | 5.89 | 1.54 | 381% |
| Returns for 1 year | 18.21 | 12.54 | 145% |
| Returns for 3 years | 8.09 | 6.80 | 119% |
| Returns for 5 years | 24.05 | 28.68 | 84% |
| Returns for 10 years | N/A | 39.62 | - |
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