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BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIX
BlackRock Multi-Asset Income Portfolio K
Price$10.22
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity Instl
Price$12.29
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
BKMIX vs WHGIX Comparison Chart
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BKMIX vs. WHGIX commentary
Dec 19, 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 StrongBuy and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. WHGIX (535M). BKMIX pays higher dividends than WHGIX: BKMIX (5.89) vs WHGIX (3.72). BKMIX was incepted earlier than WHGIX: BKMIX (8 years) vs WHGIX (19 years). WHGIX is a more actively managed with annual turnover of: 88.00 vs. BKMIX (56.00). WHGIX has a lower initial minimum investment than BKMIX: WHGIX (100000) vs BKMIX (5000000). WHGIX annual gain was more profitable for investors over the last year : 11.85 vs. BKMIX (9.63). BKMIX return over 5 years is better than : 20.69 vs. WHGIX (13.10).
| BKMIX | WHGIX | BKMIX / WHGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 8.275 | 10.816 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 535M | 2,000% |
| Annual Yield % from dividends | 5.89 | 3.72 | 158% |
| Returns for 1 year | 9.63 | 11.85 | 81% |
| Returns for 3 years | 6.51 | 7.46 | 87% |
| Returns for 5 years | 20.69 | 13.10 | 158% |
| Returns for 10 years | N/A | 5.40 | - |
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