BKMIX
Price
$10.48
Change
+$0.01 (+0.10%)
Updated
Jul 25 closing price
Net Assets
10.49B
WHGIX
Price
$12.31
Change
+$0.04 (+0.33%)
Updated
Jul 25 closing price
Net Assets
534.84M
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BKMIX vs WHGIX

Header iconBKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$10.48
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.49B
Westwood Income Opportunity Instl
Price$12.31
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets534.84M
BKMIX vs WHGIX Comparison Chart in %
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BKMIX vs. WHGIX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. WHGIX (535M). 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 : 10.36 vs. WHGIX (9.36). BKMIX return over 5 years is better than : 29.09 vs. WHGIX (14.23).
BKMIXWHGIXBKMIX / WHGIX
Total Expense Ratio0.520.8462%
Annual Report Gross Expense Ratio0.620.8474%
Fund Existence8 years20 years-
Gain YTD7.0785.084139%
Front LoadN/AN/A-
Min. Initial Investment50000001000005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.5B535M1,963%
Annual Yield % from dividends5.954.27139%
Returns for 1 year10.369.36111%
Returns for 3 years27.3426.12105%
Returns for 5 years29.0914.23204%
Returns for 10 yearsN/A10.42-
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