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BKMIX vs CAPAX
BKMIX vs CAPAX Comparison
Open Charts BKMIX vs CAPAX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change-$0.06 (-0.58%)
VolumeN/A
Net Assets10.34B
Federated Hermes Capital Income A
Price$8.74
Change-$0.06 (-0.68%)
VolumeN/A
Net Assets650.3M
BKMIX vs CAPAX Comparison Chart
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BKMIX vs. CAPAX 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 CAPAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.3B vs. CAPAX (650M). BKMIX pays higher dividends than CAPAX: BKMIX (6.04) vs CAPAX (3.34). BKMIX was incepted earlier than CAPAX: BKMIX (8 years) vs CAPAX (37 years). CAPAX (1.10) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. CAPAX (31.00). CAPAX has a lower initial minimum investment than BKMIX: CAPAX (1500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 9.14 vs. CAPAX (7.33). CAPAX return over 5 years is better than : 36.35 vs. BKMIX (29.61).
| BKMIX | CAPAX | BKMIX / CAPAX | |
| Total Expense Ratio | 0.52 | 0.89 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 1.10 | 56% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 4.696 | 1.985 | 237% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.3B | 650M | 1,585% |
| Annual Yield % from dividends | 6.04 | 3.34 | 181% |
| Returns for 1 year | 9.14 | 7.33 | 125% |
| Returns for 3 years | 26.99 | 25.89 | 104% |
| Returns for 5 years | 29.61 | 36.35 | 81% |
| Returns for 10 years | N/A | 50.98 | - |
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