EKSAX vs. BAICX
Compare and contrast key facts about Allspring Diversified Income Builder Fund (EKSAX) and BlackRock Multi-Asset Income Portfolio (BAICX).
EKSAX is managed by Allspring Global Investments. It was launched on Apr 13, 1987. BAICX is managed by Blackrock. It was launched on Apr 7, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EKSAX or BAICX.
Correlation
The correlation between EKSAX and BAICX is 0.79, 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
EKSAX vs. BAICX - Performance Comparison
Loading data...
Key characteristics
EKSAX:
1.41
BAICX:
1.25
EKSAX:
1.92
BAICX:
1.85
EKSAX:
1.28
BAICX:
1.26
EKSAX:
1.53
BAICX:
1.43
EKSAX:
6.69
BAICX:
5.83
EKSAX:
1.31%
BAICX:
1.40%
EKSAX:
6.13%
BAICX:
6.31%
EKSAX:
-37.27%
BAICX:
-33.29%
EKSAX:
-0.15%
BAICX:
-0.23%
Returns By Period
The year-to-date returns for both stocks are quite close, with EKSAX having a 3.04% return and BAICX slightly lower at 3.00%. Both investments have delivered pretty close results over the past 10 years, with EKSAX having a 3.90% annualized return and BAICX not far behind at 3.87%.
EKSAX
3.04%
4.46%
2.81%
8.55%
6.54%
3.90%
BAICX
3.00%
4.30%
1.67%
7.85%
5.50%
3.87%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EKSAX vs. BAICX - Expense Ratio Comparison
EKSAX has a 0.85% expense ratio, which is higher than BAICX's 0.81% expense ratio.
Risk-Adjusted Performance
EKSAX vs. BAICX — Risk-Adjusted Performance Rank
EKSAX
BAICX
EKSAX vs. BAICX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Income Builder Fund (EKSAX) and BlackRock Multi-Asset Income Portfolio (BAICX). 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.
Loading data...
Dividends
EKSAX vs. BAICX - Dividend Comparison
EKSAX's dividend yield for the trailing twelve months is around 5.67%, less than BAICX's 5.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKSAX Allspring Diversified Income Builder Fund | 5.67% | 5.42% | 5.10% | 3.97% | 3.39% | 2.96% | 3.95% | 3.68% | 3.33% | 3.45% | 3.70% | 3.69% |
BAICX BlackRock Multi-Asset Income Portfolio | 5.75% | 5.83% | 5.46% | 4.88% | 3.97% | 4.07% | 4.69% | 5.27% | 4.32% | 4.42% | 5.10% | 5.02% |
Drawdowns
EKSAX vs. BAICX - Drawdown Comparison
The maximum EKSAX drawdown since its inception was -37.27%, which is greater than BAICX's maximum drawdown of -33.29%. Use the drawdown chart below to compare losses from any high point for EKSAX and BAICX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
EKSAX vs. BAICX - Volatility Comparison
Allspring Diversified Income Builder Fund (EKSAX) and BlackRock Multi-Asset Income Portfolio (BAICX) have volatilities of 1.69% and 1.73%, 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.
Loading data...