BIMPX vs. BAMPX
Compare and contrast key facts about BlackRock 40/60 Target Allocation Fund (BIMPX) and BlackRock 40/60 Target Allocation Inv A (BAMPX).
BIMPX is managed by Blackrock. It was launched on Dec 20, 2006. BAMPX is managed by BlackRock. It was launched on Feb 5, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIMPX or BAMPX.
Correlation
The correlation between BIMPX and BAMPX 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
BIMPX vs. BAMPX - Performance Comparison
Key characteristics
BIMPX:
1.58
BAMPX:
1.49
BIMPX:
2.30
BAMPX:
2.18
BIMPX:
1.29
BAMPX:
1.28
BIMPX:
1.18
BAMPX:
1.05
BIMPX:
7.98
BAMPX:
7.67
BIMPX:
1.39%
BAMPX:
1.39%
BIMPX:
7.02%
BAMPX:
7.15%
BIMPX:
-41.30%
BAMPX:
-41.88%
BIMPX:
0.00%
BAMPX:
-0.08%
Returns By Period
The year-to-date returns for both stocks are quite close, with BIMPX having a 3.13% return and BAMPX slightly lower at 3.09%. Over the past 10 years, BIMPX has outperformed BAMPX with an annualized return of 3.40%, while BAMPX has yielded a comparatively lower 3.03% annualized return.
BIMPX
3.13%
2.09%
2.78%
11.54%
3.79%
3.40%
BAMPX
3.09%
2.04%
2.54%
11.12%
3.43%
3.03%
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BIMPX vs. BAMPX - Expense Ratio Comparison
BIMPX has a 0.11% expense ratio, which is lower than BAMPX's 0.61% expense ratio.
Risk-Adjusted Performance
BIMPX vs. BAMPX — Risk-Adjusted Performance Rank
BIMPX
BAMPX
BIMPX vs. BAMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Fund (BIMPX) and BlackRock 40/60 Target Allocation Inv A (BAMPX). 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
BIMPX vs. BAMPX - Dividend Comparison
BIMPX's dividend yield for the trailing twelve months is around 3.32%, more than BAMPX's 3.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMPX BlackRock 40/60 Target Allocation Fund | 3.32% | 3.42% | 2.97% | 3.05% | 2.23% | 1.37% | 2.66% | 2.58% | 2.50% | 1.84% | 2.16% | 2.93% |
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% |
Drawdowns
BIMPX vs. BAMPX - Drawdown Comparison
The maximum BIMPX drawdown since its inception was -41.30%, roughly equal to the maximum BAMPX drawdown of -41.88%. Use the drawdown chart below to compare losses from any high point for BIMPX and BAMPX. For additional features, visit the drawdowns tool.
Volatility
BIMPX vs. BAMPX - Volatility Comparison
BlackRock 40/60 Target Allocation Fund (BIMPX) and BlackRock 40/60 Target Allocation Inv A (BAMPX) have volatilities of 1.72% and 1.74%, 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.