Interact to see
Advertisement
Advertisement
BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIX
BlackRock Multi-Asset Income Portfolio K
Price$10.45
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.49B
Westwood Income Opportunity Instl
Price$12.25
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets531.29M
BKMIX vs WHGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. WHGIX commentary
Jul 05, 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 WHGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. WHGIX (531M). BKMIX pays higher dividends than WHGIX: BKMIX (5.95) vs WHGIX (4.27). BKMIX was incepted earlier than WHGIX: BKMIX (8 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 annual gain was more profitable for investors over the last year : 10.48 vs. WHGIX (8.93). BKMIX return over 5 years is better than : 30.57 vs. WHGIX (16.85).
| BKMIX | WHGIX | BKMIX / WHGIX | |
| Total Expense Ratio | 0.52 | 0.84 | 62% |
| Annual Report Gross Expense Ratio | 0.62 | 0.84 | 74% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 6.669 | 4.316 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 531M | 1,977% |
| Annual Yield % from dividends | 5.95 | 4.27 | 139% |
| Returns for 1 year | 10.48 | 8.93 | 117% |
| Returns for 3 years | 28.55 | 26.59 | 107% |
| Returns for 5 years | 30.57 | 16.85 | 181% |
| Returns for 10 years | N/A | 9.76 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers