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BKMIX vs JNBSX
BKMIX vs JNBSX Comparison
Open Charts BKMIX vs JNBSX
BlackRock Multi-Asset Income Portfolio K
Price$10.50
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.5B
JPMorgan Income Builder I
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets8.37B
BKMIX vs JNBSX Comparison Chart in %
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BKMIX vs. JNBSX commentary
Aug 18, 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 JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. JNBSX (8.37B). BKMIX (5.95) and JNBSX (5.79) have matching dividends . BKMIX was incepted earlier than JNBSX: BKMIX (9 years) vs JNBSX (18 years). JNBSX (0.82) is less costly to investors than BKMIX (0.62). JNBSX is a more actively managed with annual turnover of: 107.00 vs. BKMIX (83.00). JNBSX has a lower initial minimum investment than BKMIX: JNBSX (1000000) vs BKMIX (5000000). JNBSX annual gain was more profitable for investors over the last year : 9.67 vs. BKMIX (9.14). BKMIX return over 5 years is better than : 28.36 vs. JNBSX (23.66).
| BKMIX | JNBSX | BKMIX / JNBSX | |
| Total Expense Ratio | 0.52 | 0.60 | 87% |
| Annual Report Gross Expense Ratio | 0.62 | 0.82 | 76% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 7.796 | 8.774 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 8.37B | 125% |
| Annual Yield % from dividends | 5.95 | 5.79 | 103% |
| Returns for 1 year | 9.14 | 9.67 | 95% |
| Returns for 3 years | 23.74 | 21.73 | 109% |
| Returns for 5 years | 28.36 | 23.66 | 120% |
| Returns for 10 years | N/A | 54.21 | - |
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