Ad is loading...
Ad is loading...
BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIX
BlackRock Multi-Asset Income Portfolio K
Price$10.21
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity Instl
Price$12.17
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
BKMIX vs WHGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. WHGIX commentary
Nov 18, 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: 10.8B vs. WHGIX (529M). 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 : 16.76 vs. BKMIX (13.80). BKMIX return over 5 years is better than : 21.79 vs. WHGIX (-10.35).
| 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 | 7.667 | 9.734 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 529M | 2,042% |
| Annual Yield % from dividends | 5.89 | 3.72 | 158% |
| Returns for 1 year | 13.80 | 16.76 | 82% |
| Returns for 3 years | 4.77 | -3.34 | -143% |
| Returns for 5 years | 21.79 | -10.35 | -211% |
| Returns for 10 years | N/A | 3.81 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AVMU | 46.40 | 0.12 | +0.27% |
| Avantis Core Municipal Fixed Inc ETF | |||
| KCE | 142.63 | -0.15 | -0.11% |
| SPDR® S&P Capital Markets ETF | |||
| MFUL | 21.84 | -0.04 | -0.20% |
| Mindful Conservative ETF | |||
| DMAT | 15.64 | -0.16 | -1.01% |
| Global X Disruptive Materials ETF | |||
| USCA | 37.07 | -0.48 | -1.29% |
| Xtrackers MSCI USA Clmt Actn Eq ETF | |||