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BKMIX vs JNBAX
BKMIX vs JNBAX Comparison
Open Charts BKMIX vs JNBAX
BlackRock Multi-Asset Income Portfolio K
Price$10.57
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.55B
JPMorgan Income Builder A
Price$10.30
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets8.4B
BKMIX vs JNBAX Comparison Chart in %
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BKMIX vs. JNBAX commentary
Sep 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 Hold and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. JNBAX (8.4B). BKMIX (5.86) and JNBAX (5.59) have matching dividends . BKMIX was incepted earlier than JNBAX: BKMIX (9 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). JNBAX (9.40) and BKMIX (8.98) have marching annual gain over last year. BKMIX return over 5 years is better than : 29.20 vs. JNBAX (23.91).
| BKMIX | JNBAX | BKMIX / JNBAX | |
| Total Expense Ratio | 0.52 | 0.75 | 69% |
| Annual Report Gross Expense Ratio | 0.62 | 1.07 | 58% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 9.021 | 9.839 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 8.4B | 126% |
| Annual Yield % from dividends | 5.86 | 5.59 | 105% |
| Returns for 1 year | 8.98 | 9.40 | 96% |
| Returns for 3 years | 30.24 | 29.29 | 103% |
| Returns for 5 years | 29.20 | 23.91 | 122% |
| Returns for 10 years | N/A | 58.38 | - |
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