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BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets10.54B
Westwood Income Opportunity Instl
Price$12.75
Change-$0.11 (-0.86%)
VolumeN/A
Net Assets556.39M
BKMIX vs WHGIX Comparison Chart in %
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BKMIX vs. WHGIX 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 WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. WHGIX (556M). BKMIX pays higher dividends than WHGIX: BKMIX (5.79) vs WHGIX (3.81). BKMIX was incepted earlier than WHGIX: BKMIX (9 years) vs WHGIX (20 years). WHGIX (0.84) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. WHGIX (57.00). WHGIX has a lower initial minimum investment than BKMIX: WHGIX (100000) vs BKMIX (5000000). BKMIX (9.44) and WHGIX (9.35) have marching annual gain over last year. BKMIX return over 5 years is better than : 27.25 vs. WHGIX (14.52).
| BKMIX | WHGIX | BKMIX / WHGIX | |
| Total Expense Ratio | 0.52 | 0.84 | 62% |
| Annual Report Gross Expense Ratio | 0.62 | 0.84 | 74% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 10.281 | 10.626 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 556M | 1,888% |
| Annual Yield % from dividends | 5.79 | 3.81 | 152% |
| Returns for 1 year | 9.44 | 9.35 | 101% |
| Returns for 3 years | 32.85 | 32.84 | 100% |
| Returns for 5 years | 27.25 | 14.52 | 188% |
| Returns for 10 years | N/A | 19.05 | - |
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