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BKMIX vs VGWIX
BKMIX vs VGWIX Comparison
Open Charts BKMIX vs VGWIX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.54B
Vanguard Global Wellesley Income I
Price$23.50
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets682.92M
BKMIX vs VGWIX Comparison Chart in %
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BKMIX vs. VGWIX commentary
Dec 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. VGWIX (683M). BKMIX pays higher dividends than VGWIX: BKMIX (5.84) vs VGWIX (3.65). 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 : 11.01 vs. BKMIX (10.33). BKMIX return over 5 years is better than : 24.52 vs. VGWIX (19.22).
| 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 | 10.281 | 11.113 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 683M | 1,537% |
| Annual Yield % from dividends | 5.84 | 3.65 | 160% |
| Returns for 1 year | 10.33 | 11.01 | 94% |
| Returns for 3 years | 31.44 | 23.70 | 133% |
| Returns for 5 years | 24.52 | 19.22 | 128% |
| Returns for 10 years | N/A | N/A | - |
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