BAMPX vs. BIMPX
Compare and contrast key facts about BlackRock 40/60 Target Allocation Inv A (BAMPX) and BlackRock 40/60 Target Allocation Fund (BIMPX).
BAMPX is managed by BlackRock. It was launched on Feb 5, 2007. BIMPX is managed by Blackrock. It was launched on Dec 20, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAMPX or BIMPX.
Correlation
The correlation between BAMPX and BIMPX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BAMPX vs. BIMPX - Performance Comparison
Key characteristics
BAMPX:
1.55
BIMPX:
1.55
BAMPX:
2.26
BIMPX:
2.25
BAMPX:
1.29
BIMPX:
1.29
BAMPX:
1.08
BIMPX:
1.16
BAMPX:
7.94
BIMPX:
7.81
BAMPX:
1.39%
BIMPX:
1.39%
BAMPX:
7.15%
BIMPX:
7.04%
BAMPX:
-41.88%
BIMPX:
-41.30%
BAMPX:
-0.15%
BIMPX:
-0.61%
Returns By Period
In the year-to-date period, BAMPX achieves a 3.01% return, which is significantly higher than BIMPX's 2.51% return. Over the past 10 years, BAMPX has underperformed BIMPX with an annualized return of 3.00%, while BIMPX has yielded a comparatively higher 3.30% annualized return.
BAMPX
3.01%
1.01%
2.31%
10.22%
3.41%
3.00%
BIMPX
2.51%
0.54%
2.00%
10.05%
3.65%
3.30%
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BAMPX vs. BIMPX - Expense Ratio Comparison
BAMPX has a 0.61% expense ratio, which is higher than BIMPX's 0.11% expense ratio.
Risk-Adjusted Performance
BAMPX vs. BIMPX — Risk-Adjusted Performance Rank
BAMPX
BIMPX
BAMPX vs. BIMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Inv A (BAMPX) and BlackRock 40/60 Target Allocation Fund (BIMPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BAMPX vs. BIMPX - Dividend Comparison
BAMPX's dividend yield for the trailing twelve months is around 3.02%, less than BIMPX's 3.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAMPX BlackRock 40/60 Target Allocation Inv A | 3.02% | 3.11% | 2.67% | 2.72% | 1.94% | 1.10% | 2.36% | 2.21% | 2.17% | 1.57% | 1.90% | 2.60% |
BIMPX BlackRock 40/60 Target Allocation Fund | 3.34% | 3.42% | 2.97% | 3.05% | 2.23% | 1.37% | 2.66% | 2.58% | 2.50% | 1.84% | 2.16% | 2.93% |
Drawdowns
BAMPX vs. BIMPX - Drawdown Comparison
The maximum BAMPX drawdown since its inception was -41.88%, roughly equal to the maximum BIMPX drawdown of -41.30%. Use the drawdown chart below to compare losses from any high point for BAMPX and BIMPX. For additional features, visit the drawdowns tool.
Volatility
BAMPX vs. BIMPX - Volatility Comparison
BlackRock 40/60 Target Allocation Inv A (BAMPX) and BlackRock 40/60 Target Allocation Fund (BIMPX) have volatilities of 1.62% and 1.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.