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BKMIX vs CAAMX
BKMIX vs CAAMX Comparison
Open Charts BKMIX vs CAAMX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change-$0.06 (-0.58%)
VolumeN/A
Net Assets10.34B
Invesco Select Risk: Mod Cnsv Inv A
Price$10.91
Change-$0.08 (-0.73%)
VolumeN/A
Net Assets263.29M
BKMIX vs CAAMX Comparison Chart
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BKMIX vs. CAAMX commentary
Jun 15, 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: 10.3B vs. CAAMX (263M). BKMIX pays higher dividends than CAAMX: BKMIX (6.04) vs CAAMX (2.54). 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 : 9.14 vs. CAAMX (6.52). BKMIX return over 5 years is better than : 29.61 vs. CAAMX (9.87).
| 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 | 4.696 | 3.376 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.3B | 263M | 3,916% |
| Annual Yield % from dividends | 6.04 | 2.54 | 238% |
| Returns for 1 year | 9.14 | 6.52 | 140% |
| Returns for 3 years | 26.99 | 18.68 | 144% |
| Returns for 5 years | 29.61 | 9.87 | 300% |
| Returns for 10 years | N/A | 19.39 | - |
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