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BKMIX vs WBALX
BKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets10.54B
Weitz Conservative Allocation-Inv Cl
Price$17.06
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets223.8M
BKMIX vs WBALX Comparison Chart in %
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BKMIX vs. WBALX commentary
Nov 14, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. WBALX (224M). BKMIX pays higher dividends than WBALX: BKMIX (5.79) vs WBALX (1.99). 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: 83.00 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 : 9.44 vs. WBALX (-2.26). BKMIX return over 5 years is better than : 27.25 vs. WBALX (16.56).
| 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 | 10.281 | 2.516 | 409% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 224M | 4,688% |
| Annual Yield % from dividends | 5.79 | 1.99 | 291% |
| Returns for 1 year | 9.44 | -2.26 | -418% |
| Returns for 3 years | 32.85 | 15.32 | 214% |
| Returns for 5 years | 27.25 | 16.56 | 165% |
| Returns for 10 years | N/A | 40.57 | - |
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