Ad is loading...
BKMIX vs WWIAX
BKMIX vs WWIAX Comparison
Open Charts BKMIX vs WWIAX
BlackRock Multi-Asset Income Portfolio K
Price$9.97
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets10.03B
Westwood Income Opportunity A
Price$11.48
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets496.07M
BKMIX vs WWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. WWIAX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10B vs. WWIAX (496M). 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). BKMIX annual gain was more profitable for investors over the last year : 6.35 vs. WWIAX (3.99). BKMIX return over 5 years is better than : 28.97 vs. WWIAX (12.69).
| 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 | -0.261 | -3.681 | 7% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 10B | 496M | 2,016% |
| Annual Yield % from dividends | 6.05 | 4.21 | 144% |
| Returns for 1 year | 6.35 | 3.99 | 159% |
| Returns for 3 years | 12.64 | 8.88 | 142% |
| Returns for 5 years | 28.97 | 12.69 | 228% |
| Returns for 10 years | N/A | -3.04 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...