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BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIX
BlackRock Multi-Asset Income Portfolio K
Price$10.26
Change-$0.04 (-0.39%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity Instl
Price$11.98
Change-$0.06 (-0.50%)
VolumeN/A
CapitalizationN/A
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BKMIX vs WHGIX Comparison Chart
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BKMIX vs. WHGIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.9B vs. WHGIX (526M). 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). BKMIX (14.47) and WHGIX (13.92) have marching annual gain over last year. BKMIX return over 5 years is better than : 22.29 vs. WHGIX (-11.86).
| 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 | 7.515 | 7.419 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 526M | 2,072% |
| Annual Yield % from dividends | 5.89 | 3.72 | 158% |
| Returns for 1 year | 14.47 | 13.92 | 104% |
| Returns for 3 years | 4.14 | -5.49 | -75% |
| Returns for 5 years | 22.29 | -11.86 | -188% |
| Returns for 10 years | N/A | 3.00 | - |
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