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BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIX
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.
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).
| 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 | 20 years | - |
| Gain YTD | 7.078 | 5.084 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 535M | 1,963% |
| Annual Yield % from dividends | 5.95 | 4.27 | 139% |
| Returns for 1 year | 10.36 | 9.36 | 111% |
| Returns for 3 years | 27.34 | 26.12 | 105% |
| Returns for 5 years | 29.09 | 14.23 | 204% |
| Returns for 10 years | N/A | 10.42 | - |
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