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BKMIX vs CAPAX
BKMIX vs CAPAX Comparison
Open Charts BKMIX vs CAPAX
BlackRock Multi-Asset Income Portfolio K
Price$10.50
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.52B
Federated Hermes Capital Income A
Price$9.16
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets669.91M
BKMIX vs CAPAX Comparison Chart in %
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BKMIX vs. CAPAX commentary
Aug 16, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPAX (670M). BKMIX pays higher dividends than CAPAX: BKMIX (5.95) vs CAPAX (3.28). BKMIX was incepted earlier than CAPAX: BKMIX (9 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). CAPAX annual gain was more profitable for investors over the last year : 10.30 vs. BKMIX (9.24). CAPAX return over 5 years is better than : 36.01 vs. BKMIX (28.48).
| BKMIX | CAPAX | BKMIX / CAPAX | |
| Total Expense Ratio | 0.52 | 0.89 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 1.10 | 56% |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 7.898 | 7.592 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 670M | 1,567% |
| Annual Yield % from dividends | 5.95 | 3.28 | 182% |
| Returns for 1 year | 9.24 | 10.30 | 90% |
| Returns for 3 years | 23.86 | 24.56 | 97% |
| Returns for 5 years | 28.48 | 36.01 | 79% |
| Returns for 10 years | N/A | 61.72 | - |
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