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BKMIX vs WWIAX
BKMIX vs WWIAX Comparison
Open Charts BKMIX vs WWIAX
BlackRock Multi-Asset Income Portfolio K
Price$10.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity A
Price$12.22
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
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BKMIX vs WWIAX Comparison Chart
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BKMIX vs. WWIAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 11.1B vs. WWIAX (538M). 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 (17.03) and BKMIX (16.67) have marching annual gain over last year. BKMIX return over 5 years is better than : 23.59 vs. WWIAX (-11.49).
| 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 | 8.664 | 9.037 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.1B | 538M | 2,063% |
| Annual Yield % from dividends | 5.89 | 3.54 | 166% |
| Returns for 1 year | 16.67 | 17.03 | 98% |
| Returns for 3 years | 7.09 | -2.66 | -266% |
| Returns for 5 years | 23.59 | -11.49 | -205% |
| Returns for 10 years | N/A | 3.02 | - |
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