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BKMIX vs WWIAX
BKMIX vs WWIAX Comparison
Open Charts BKMIX vs WWIAX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.35B
Westwood Income Opportunity A
Price$11.95
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets516.94M
BKMIX vs WWIAX Comparison Chart
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BKMIX vs. WWIAX commentary
Jun 07, 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: 10.4B vs. WWIAX (517M). BKMIX pays higher dividends than WWIAX: BKMIX (6.04) vs WWIAX (4.21). BKMIX was incepted earlier than WWIAX: BKMIX (8 years) vs WWIAX (17 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 : 8.92 vs. WWIAX (6.13). BKMIX return over 5 years is better than : 27.76 vs. WWIAX (10.73).
| BKMIX | WWIAX | BKMIX / WWIAX | |
| Total Expense Ratio | 0.52 | 1.01 | 51% |
| Annual Report Gross Expense Ratio | 0.62 | 1.01 | 61% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 4.696 | 0.713 | 659% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 10.4B | 517M | 2,012% |
| Annual Yield % from dividends | 6.04 | 4.21 | 143% |
| Returns for 1 year | 8.92 | 6.13 | 145% |
| Returns for 3 years | 20.64 | 14.73 | 140% |
| Returns for 5 years | 27.76 | 10.73 | 259% |
| Returns for 10 years | N/A | 3.12 | - |
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