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BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
Open Charts BKMIX vs WHGIX
BlackRock Multi-Asset Income Portfolio K
Price$10.68
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets10.66B
Westwood Income Opportunity Instl
Price$13.29
Change+$0.56 (+4.40%)
VolumeN/A
Net Assets594.08M
BKMIX vs WHGIX Comparison Chart in %
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BKMIX vs. WHGIX commentary
Feb 05, 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 WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. WHGIX (594M). BKMIX pays higher dividends than WHGIX: BKMIX (5.87) vs WHGIX (3.39). 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: 99.00 vs. WHGIX (67.00). WHGIX has a lower initial minimum investment than BKMIX: WHGIX (100000) vs BKMIX (5000000). WHGIX annual gain was more profitable for investors over the last year : 12.43 vs. BKMIX (10.45). BKMIX return over 5 years is better than : 24.18 vs. WHGIX (17.52).
| 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 | 1.613 | 2.891 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 594M | 1,801% |
| Annual Yield % from dividends | 5.87 | 3.39 | 173% |
| Returns for 1 year | 10.45 | 12.43 | 84% |
| Returns for 3 years | 27.40 | 31.06 | 88% |
| Returns for 5 years | 24.18 | 17.52 | 138% |
| Returns for 10 years | N/A | 28.02 | - |
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