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BKMIX vs WBALX
BKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALX
BlackRock Multi-Asset Income Portfolio K
Price$10.68
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets10.66B
Weitz Conservative Allocation-Inv Cl
Price$16.71
Change-$0.41 (-2.39%)
VolumeN/A
Net Assets191.37M
BKMIX vs WBALX Comparison Chart in %
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BKMIX vs. WBALX 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 WBALX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. WBALX (191M). BKMIX pays higher dividends than WBALX: BKMIX (5.87) vs WBALX (2.06). BKMIX was incepted earlier than WBALX: BKMIX (9 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. WBALX (25.00). WBALX has a lower initial minimum investment than BKMIX: WBALX (2500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 10.45 vs. WBALX (-0.22). BKMIX return over 5 years is better than : 24.18 vs. WBALX (12.85).
| BKMIX | WBALX | BKMIX / WBALX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.62 | 1.00 | 62% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 1.613 | 0.360 | 448% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 191M | 5,602% |
| Annual Yield % from dividends | 5.87 | 2.06 | 285% |
| Returns for 1 year | 10.45 | -0.22 | -4,675% |
| Returns for 3 years | 27.40 | 11.78 | 233% |
| Returns for 5 years | 24.18 | 12.85 | 188% |
| Returns for 10 years | N/A | 45.75 | - |
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