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BKMIX vs WBAIX
BKMIX vs WBAIX Comparison
Open Charts BKMIX vs WBAIX
BlackRock Multi-Asset Income Portfolio K
Price$10.68
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets10.66B
Weitz Conservative Allocation-Instl Cl
Price$16.76
Change-$0.41 (-2.39%)
VolumeN/A
Net Assets191.37M
BKMIX vs WBAIX Comparison Chart in %
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BKMIX vs. WBAIX commentary
Feb 04, 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 WBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. WBAIX (191M). BKMIX pays higher dividends than WBAIX: BKMIX (5.87) vs WBAIX (2.16). BKMIX was incepted earlier than WBAIX: BKMIX (9 years) vs WBAIX (7 years). WBAIX (0.76) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. WBAIX (25.00). WBAIX has a lower initial minimum investment than BKMIX: WBAIX (1000000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 10.45 vs. WBAIX (-0.05). BKMIX return over 5 years is better than : 24.18 vs. WBAIX (13.70).
| BKMIX | WBAIX | BKMIX / WBAIX | |
| Total Expense Ratio | 0.52 | 0.70 | 74% |
| Annual Report Gross Expense Ratio | 0.62 | 0.76 | 82% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 1.613 | 0.359 | 449% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 191M | 5,602% |
| Annual Yield % from dividends | 5.87 | 2.16 | 271% |
| Returns for 1 year | 10.45 | -0.05 | -19,514% |
| Returns for 3 years | 27.40 | 12.32 | 222% |
| Returns for 5 years | 24.18 | 13.70 | 176% |
| Returns for 10 years | N/A | N/A | - |
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