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BKMIX vs JNBAX
BKMIX vs JNBAX Comparison
Open Charts BKMIX vs JNBAX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change-$0.06 (-0.58%)
VolumeN/A
Net Assets10.34B
JPMorgan Income Builder A
Price$10.01
Change-$0.05 (-0.50%)
VolumeN/A
Net Assets8.17B
BKMIX vs JNBAX Comparison Chart
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BKMIX vs. JNBAX commentary
Jun 16, 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 StrongBuy and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.3B vs. JNBAX (8.18B). BKMIX pays higher dividends than JNBAX: BKMIX (6.04) vs JNBAX (5.71). BKMIX was incepted earlier than JNBAX: BKMIX (8 years) vs JNBAX (18 years). JNBAX (1.07) is less costly to investors than BKMIX (0.62). JNBAX is a more actively managed with annual turnover of: 107.00 vs. BKMIX (83.00). JNBAX has a lower initial minimum investment than BKMIX: JNBAX (1000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 9.14 vs. JNBAX (8.57). BKMIX return over 5 years is better than : 29.61 vs. JNBAX (24.54).
| BKMIX | JNBAX | BKMIX / JNBAX | |
| Total Expense Ratio | 0.52 | 0.75 | 69% |
| Annual Report Gross Expense Ratio | 0.62 | 1.07 | 58% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 4.696 | 4.843 | 97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 8.18B | 126% |
| Annual Yield % from dividends | 6.04 | 5.71 | 106% |
| Returns for 1 year | 9.14 | 8.57 | 107% |
| Returns for 3 years | 26.99 | 23.85 | 113% |
| Returns for 5 years | 29.61 | 24.54 | 121% |
| Returns for 10 years | N/A | 46.30 | - |
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