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BIICX vs CAPSX
BIICX vs CAPSX Comparison
Open Charts BIICX vs CAPSX
BlackRock Multi-Asset Income Instl
Price$10.08
Change-$0.11 (-1.08%)
VolumeN/A
Net Assets10.36B
Federated Hermes Capital Income IS
Price$8.46
Change-$0.18 (-2.08%)
VolumeN/A
Net Assets655.88M
BIICX vs CAPSX Comparison Chart
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BIICX vs. CAPSX commentary
Apr 04, 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 BIICX is a Hold and CAPSX is a Hold.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.4B vs. CAPSX (656M). BIICX pays higher dividends than CAPSX: BIICX (6.00) vs CAPSX (3.55). BIICX was incepted earlier than CAPSX: BIICX (17 years) vs CAPSX (13 years). CAPSX (0.85) is less costly to investors than BIICX (0.68). BIICX is a more actively managed with annual turnover of: 83.00 vs. CAPSX (31.00). CAPSX has a lower initial minimum investment than BIICX: CAPSX (1000000) vs BIICX (2000000). BIICX annual gain was more profitable for investors over the last year : 6.61 vs. CAPSX (4.59). CAPSX return over 5 years is better than : 50.69 vs. BIICX (37.63).
| BIICX | CAPSX | BIICX / CAPSX | |
| Total Expense Ratio | 0.57 | 0.64 | 89% |
| Annual Report Gross Expense Ratio | 0.68 | 0.85 | 80% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 1.235 | -1.815 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 656M | 1,585% |
| Annual Yield % from dividends | 6.00 | 3.55 | 169% |
| Returns for 1 year | 6.61 | 4.59 | 144% |
| Returns for 3 years | 10.81 | 9.00 | 120% |
| Returns for 5 years | 37.63 | 50.69 | 74% |
| Returns for 10 years | 47.41 | 47.07 | 101% |
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