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BKMIX vs WWIAX
BKMIX vs WWIAX Comparison
Open Charts BKMIX vs WWIAX
BlackRock Multi-Asset Income Portfolio K
Price$10.46
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.49B
Westwood Income Opportunity A
Price$12.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets529.61M
BKMIX vs WWIAX Comparison Chart in %
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BKMIX vs. WWIAX commentary
Aug 08, 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 WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. WWIAX (530M). BKMIX pays higher dividends than WWIAX: BKMIX (5.95) vs WWIAX (4.28). BKMIX was incepted earlier than WWIAX: BKMIX (9 years) vs WWIAX (18 years). WWIAX (1.01) 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). BKMIX annual gain was more profitable for investors over the last year : 10.56 vs. WWIAX (9.89). BKMIX return over 5 years is better than : 27.75 vs. WWIAX (10.49).
| BKMIX | WWIAX | BKMIX / WWIAX | |
| Total Expense Ratio | 0.52 | 1.01 | 51% |
| Annual Report Gross Expense Ratio | 0.62 | 1.01 | 61% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 7.385 | 4.676 | 158% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 10.5B | 530M | 1,981% |
| Annual Yield % from dividends | 5.95 | 4.28 | 139% |
| Returns for 1 year | 10.56 | 9.89 | 107% |
| Returns for 3 years | 24.50 | 22.08 | 111% |
| Returns for 5 years | 27.75 | 10.49 | 265% |
| Returns for 10 years | N/A | 7.76 | - |
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