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BKMIX vs WWIAX
BKMIX vs WWIAX Comparison
Open Charts BKMIX vs WWIAX
BlackRock Multi-Asset Income Portfolio K
Price$10.09
Change-$0.13 (-1.27%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity A
Price$12.05
Change-$0.22 (-1.79%)
VolumeN/A
CapitalizationN/A
BKMIX vs WWIAX Comparison Chart
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BKMIX vs. WWIAX commentary
Dec 19, 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 WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. WWIAX (533M). BKMIX pays higher dividends than WWIAX: BKMIX (5.89) vs WWIAX (3.54). BKMIX was incepted earlier than WWIAX: BKMIX (8 years) vs WWIAX (17 years). WWIAX is a more actively managed with annual turnover of: 88.00 vs. BKMIX (56.00). WWIAX has a lower initial minimum investment than BKMIX: WWIAX (1000) vs BKMIX (5000000). WWIAX annual gain was more profitable for investors over the last year : 11.70 vs. BKMIX (9.63). BKMIX return over 5 years is better than : 20.69 vs. WWIAX (11.86).
| BKMIX | WWIAX | BKMIX / WWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 8.275 | 10.608 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 10.7B | 533M | 2,008% |
| Annual Yield % from dividends | 5.89 | 3.54 | 166% |
| Returns for 1 year | 9.63 | 11.70 | 82% |
| Returns for 3 years | 6.51 | 6.82 | 95% |
| Returns for 5 years | 20.69 | 11.86 | 174% |
| Returns for 10 years | N/A | 2.88 | - |
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