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BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIX
BlackRock Multi-Asset Income Portfolio K
Price$10.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.57B
Westwood Income Opportunity Instl
Price$12.74
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets546.71M
BKMIX vs WHGIX Comparison Chart in %
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BKMIX vs. WHGIX commentary
Oct 19, 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 Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. WHGIX (547M). BKMIX pays higher dividends than WHGIX: BKMIX (5.77) vs WHGIX (3.63). 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 (8.18) and WHGIX (8.12) have marching annual gain over last year. BKMIX return over 5 years is better than : 29.48 vs. WHGIX (15.11).
| 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 | 9.849 | 9.383 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 547M | 1,938% |
| Annual Yield % from dividends | 5.77 | 3.63 | 159% |
| Returns for 1 year | 8.18 | 8.12 | 101% |
| Returns for 3 years | 36.80 | 38.59 | 95% |
| Returns for 5 years | 29.48 | 15.11 | 195% |
| Returns for 10 years | N/A | 16.72 | - |
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