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BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIX
BlackRock Multi-Asset Income Portfolio K
Price$9.70
Change-$0.05 (-0.51%)
VolumeN/A
Net Assets9.92B
Westwood Income Opportunity Instl
Price$11.09
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets490.34M
BKMIX vs WHGIX Comparison Chart
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BKMIX vs. WHGIX commentary
Apr 09, 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 Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 9.92B vs. WHGIX (490M). BKMIX pays higher dividends than WHGIX: BKMIX (6.05) vs WHGIX (4.34). BKMIX was incepted earlier than WHGIX: BKMIX (8 years) vs WHGIX (19 years). WHGIX (0.81) 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 : 3.48 vs. WHGIX (0.81). BKMIX return over 5 years is better than : 28.17 vs. WHGIX (13.79).
| BKMIX | WHGIX | BKMIX / WHGIX | |
| Total Expense Ratio | 0.52 | 0.81 | 64% |
| Annual Report Gross Expense Ratio | 0.62 | 0.81 | 77% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | -1.970 | -5.330 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 490M | 2,024% |
| Annual Yield % from dividends | 6.05 | 4.34 | 139% |
| Returns for 1 year | 3.48 | 0.81 | 432% |
| Returns for 3 years | 8.63 | 4.26 | 203% |
| Returns for 5 years | 28.17 | 13.79 | 204% |
| Returns for 10 years | N/A | -2.53 | - |
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