BKMIX
Price
$10.55
Change
-$0.05 (-0.47%)
Updated
Sep 25 closing price
Net Assets
10.58B
WHGIX
Price
$12.67
Change
-$0.02 (-0.16%)
Updated
Sep 25 closing price
Net Assets
540.49M
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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$10.55
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets10.58B
Westwood Income Opportunity Instl
Price$12.67
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets540.49M
BKMIX vs WHGIX Comparison Chart in %
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BKMIX vs. WHGIX commentary
Sep 26, 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 Buy.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. WHGIX (540M). 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). WHGIX (8.55) and BKMIX (8.34) have marching annual gain over last year. BKMIX return over 5 years is better than : 31.53 vs. WHGIX (18.13).
BKMIXWHGIXBKMIX / WHGIX
Total Expense Ratio0.520.8462%
Annual Report Gross Expense Ratio0.620.8474%
Fund Existence9 years20 years-
Gain YTD9.3318.748107%
Front LoadN/AN/A-
Min. Initial Investment50000001000005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.6B540M1,963%
Annual Yield % from dividends5.864.57128%
Returns for 1 year8.348.5598%
Returns for 3 years36.5238.6095%
Returns for 5 years31.5318.13174%
Returns for 10 yearsN/A22.16-
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