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BKMIX vs VGWIX
BKMIX vs VGWIX Comparison
Open Charts BKMIX vs VGWIX
BlackRock Multi-Asset Income Portfolio K
Price$10.64
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets10.61B
Vanguard Global Wellesley Income I
Price$23.21
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets648.97M
BKMIX vs VGWIX Comparison Chart in %
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BKMIX vs. VGWIX commentary
Oct 21, 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 VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. VGWIX (649M). BKMIX pays higher dividends than VGWIX: BKMIX (5.77) vs VGWIX (3.74). 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 is a more actively managed with annual turnover of: 106.00 vs. BKMIX (83.00). VGWIX has a lower initial minimum investment than BKMIX: VGWIX (3000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.48 vs. VGWIX (6.45). BKMIX return over 5 years is better than : 30.21 vs. VGWIX (22.56).
| 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 | 10.264 | 9.364 | 110% |
| 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 | 649M | 1,633% |
| Annual Yield % from dividends | 5.77 | 3.74 | 154% |
| Returns for 1 year | 8.48 | 6.45 | 132% |
| Returns for 3 years | 38.36 | 30.33 | 126% |
| Returns for 5 years | 30.21 | 22.56 | 134% |
| Returns for 10 years | N/A | N/A | - |
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