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BKMIX vs WWIAX
BKMIX vs WWIAX Comparison
Open Charts BKMIX vs WWIAX
BlackRock Multi-Asset Income Portfolio K
Price$10.08
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets10.36B
Westwood Income Opportunity A
Price$11.69
Change-$0.26 (-2.18%)
VolumeN/A
Net Assets523.85M
BKMIX vs WWIAX Comparison Chart
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BKMIX vs. WWIAX commentary
Apr 04, 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 Hold and WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. WWIAX (524M). BKMIX pays higher dividends than WWIAX: BKMIX (6.05) vs WWIAX (4.21). BKMIX was incepted earlier than WWIAX: BKMIX (8 years) vs WWIAX (17 years). WWIAX (0.99) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. WWIAX (57.00). 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 : 7.22 vs. BKMIX (6.77). BKMIX return over 5 years is better than : 38.10 vs. WWIAX (29.73).
| BKMIX | WWIAX | BKMIX / WWIAX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 0.99 | 63% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 1.348 | 0.966 | 139% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 10.4B | 524M | 1,985% |
| Annual Yield % from dividends | 6.05 | 4.21 | 144% |
| Returns for 1 year | 6.77 | 7.22 | 94% |
| Returns for 3 years | 11.06 | 8.38 | 132% |
| Returns for 5 years | 38.10 | 29.73 | 128% |
| Returns for 10 years | N/A | 2.46 | - |
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