Ad is loading...
BKMIX vs WWICX
BKMIX vs WWICX Comparison
Open Charts BKMIX vs WWICX
BlackRock Multi-Asset Income Portfolio K
Price$9.90
Change+$0.20 (+2.06%)
VolumeN/A
Net Assets9.85B
Westwood Income Opportunity C
Price$11.34
Change+$0.32 (+2.90%)
VolumeN/A
Net Assets498.87M
BKMIX vs WWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. WWICX commentary
Apr 11, 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 WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 9.85B vs. WWICX (499M). BKMIX pays higher dividends than WWICX: BKMIX (6.05) vs WWICX (3.47). BKMIX was incepted earlier than WWICX: BKMIX (8 years) vs WWICX (6 years). WWICX (1.74) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. WWICX (57.00). WWICX has a lower initial minimum investment than BKMIX: WWICX (1000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 2.64 vs. WWICX (-1.58). BKMIX return over 5 years is better than : 27.52 vs. WWICX (7.17).
| BKMIX | WWICX | BKMIX / WWICX | |
| Total Expense Ratio | 0.52 | 1.74 | 30% |
| Annual Report Gross Expense Ratio | 0.62 | 1.74 | 36% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -2.473 | -6.592 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 499M | 1,974% |
| Annual Yield % from dividends | 6.05 | 3.47 | 174% |
| Returns for 1 year | 2.64 | -1.58 | -167% |
| Returns for 3 years | 8.08 | 0.21 | 3,776% |
| Returns for 5 years | 27.52 | 7.17 | 384% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers