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BKMIX vs VGWIX
BKMIX vs VGWIX Comparison
Open Charts BKMIX vs VGWIX
BlackRock Multi-Asset Income Portfolio K
Price$10.66
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.62B
Vanguard Global Wellesley Income I
Price$23.81
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets694.93M
BKMIX vs VGWIX Comparison Chart in %
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BKMIX vs. VGWIX commentary
Jan 15, 2026
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 VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. VGWIX (695M). BKMIX pays higher dividends than VGWIX: BKMIX (5.90) vs VGWIX (3.88). BKMIX was incepted earlier than VGWIX: BKMIX (9 years) vs VGWIX (8 years). BKMIX (0.62) is less costly to investors than VGWIX (0.44). VGWIX (102.00) and BKMIX (99.00) have comparable annual turnover. VGWIX has a lower initial minimum investment than BKMIX: VGWIX (3000) vs BKMIX (5000000). VGWIX annual gain was more profitable for investors over the last year : 14.34 vs. BKMIX (12.30). BKMIX return over 5 years is better than : 24.23 vs. VGWIX (20.41).
| BKMIX | VGWIX | BKMIX / VGWIX | |
| Total Expense Ratio | 0.52 | 0.44 | 118% |
| Annual Report Gross Expense Ratio | 0.62 | 0.44 | 141% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 0.947 | 1.535 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 695M | 1,525% |
| Annual Yield % from dividends | 5.90 | 3.88 | 152% |
| Returns for 1 year | 12.30 | 14.34 | 86% |
| Returns for 3 years | 28.50 | 22.58 | 126% |
| Returns for 5 years | 24.23 | 20.41 | 119% |
| Returns for 10 years | N/A | N/A | - |
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