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BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIX
BlackRock Multi-Asset Income Portfolio K
Price$10.57
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.55B
Westwood Income Opportunity Instl
Price$12.51
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets535.55M
BKMIX vs WHGIX Comparison Chart in %
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BKMIX vs. WHGIX commentary
Sep 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 StrongBuy and WHGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. WHGIX (536M). BKMIX pays higher dividends than WHGIX: BKMIX (5.86) vs WHGIX (4.57). BKMIX was incepted earlier than WHGIX: BKMIX (9 years) vs WHGIX (20 years). WHGIX (0.84) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. WHGIX (57.00). WHGIX has a lower initial minimum investment than BKMIX: WHGIX (100000) vs BKMIX (5000000). BKMIX (8.77) and WHGIX (8.53) have marching annual gain over last year. BKMIX return over 5 years is better than : 28.95 vs. WHGIX (14.13).
| BKMIX | WHGIX | BKMIX / WHGIX | |
| Total Expense Ratio | 0.52 | 0.84 | 62% |
| Annual Report Gross Expense Ratio | 0.62 | 0.84 | 74% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 8.815 | 6.863 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 536M | 1,978% |
| Annual Yield % from dividends | 5.86 | 4.57 | 128% |
| Returns for 1 year | 8.77 | 8.53 | 103% |
| Returns for 3 years | 29.99 | 30.28 | 99% |
| Returns for 5 years | 28.95 | 14.13 | 205% |
| Returns for 10 years | N/A | 16.28 | - |
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