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BIICX vs CAPSX
BIICX vs CAPSX Comparison
Open Charts BIICX vs CAPSX
BlackRock Multi-Asset Income Instl
Price$10.07
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets10.17B
Federated Hermes Capital Income IS
Price$8.47
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets638.97M
BIICX vs CAPSX Comparison Chart
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BIICX vs. CAPSX commentary
Apr 28, 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 Buy and CAPSX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.2B vs. CAPSX (639M). 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 : 8.23 vs. CAPSX (7.30). CAPSX return over 5 years is better than : 41.07 vs. BIICX (30.62).
| 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 | 1.134 | -1.412 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 639M | 1,596% |
| Annual Yield % from dividends | 6.00 | 3.55 | 169% |
| Returns for 1 year | 8.23 | 7.30 | 113% |
| Returns for 3 years | 14.73 | 14.16 | 104% |
| Returns for 5 years | 30.62 | 41.07 | 75% |
| Returns for 10 years | 46.74 | 46.05 | 102% |
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