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BKMIX vs CAAMX
BKMIX vs CAAMX Comparison
Open Charts BKMIX vs CAAMX
BlackRock Multi-Asset Income Portfolio K
Price$10.38
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.4B
Invesco Select Risk: Mod Cnsv Inv A
Price$11.00
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets266.53M
BKMIX vs CAAMX Comparison Chart in %
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BKMIX vs. CAAMX commentary
Jul 17, 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 BKMIX is a Buy and CAAMX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. CAAMX (267M). BKMIX pays higher dividends than CAAMX: BKMIX (5.95) vs CAAMX (2.70). BKMIX was incepted earlier than CAAMX: BKMIX (8 years) vs CAAMX (20 years). CAAMX (0.94) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. CAAMX (49.00). CAAMX has a lower initial minimum investment than BKMIX: CAAMX (1000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.13 vs. CAAMX (5.89). BKMIX return over 5 years is better than : 28.47 vs. CAAMX (8.66).
| BKMIX | CAAMX | BKMIX / CAAMX | |
| Total Expense Ratio | 0.52 | 0.94 | 55% |
| Annual Report Gross Expense Ratio | 0.62 | 0.94 | 66% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 6.056 | 4.741 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.4B | 267M | 3,895% |
| Annual Yield % from dividends | 5.95 | 2.70 | 220% |
| Returns for 1 year | 8.13 | 5.89 | 138% |
| Returns for 3 years | 28.21 | 18.29 | 154% |
| Returns for 5 years | 28.47 | 8.66 | 329% |
| Returns for 10 years | N/A | 21.24 | - |
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