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BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIX
BlackRock Multi-Asset Income Portfolio K
Price$10.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.29B
Westwood Income Opportunity Instl
Price$11.80
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets512.91M
BKMIX vs WHGIX Comparison Chart
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BKMIX vs. WHGIX commentary
May 14, 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.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.3B vs. WHGIX (513M). BKMIX pays higher dividends than WHGIX: BKMIX (6.10) vs WHGIX (4.43). BKMIX was incepted earlier than WHGIX: BKMIX (8 years) vs WHGIX (19 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 : 8.18 vs. WHGIX (5.57). BKMIX return over 5 years is better than : 32.67 vs. WHGIX (17.85).
| BKMIX | WHGIX | BKMIX / WHGIX | |
| Total Expense Ratio | 0.52 | 0.84 | 62% |
| Annual Report Gross Expense Ratio | 0.62 | 0.84 | 74% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 3.206 | -0.432 | -742% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 513M | 2,008% |
| Annual Yield % from dividends | 6.10 | 4.43 | 138% |
| Returns for 1 year | 8.18 | 5.57 | 147% |
| Returns for 3 years | 20.83 | 16.92 | 123% |
| Returns for 5 years | 32.67 | 17.85 | 183% |
| Returns for 10 years | N/A | 2.45 | - |
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