BKMIX
Price
$10.66
Change
+$0.02 (+0.19%)
Updated
Oct 24 closing price
Net Assets
10.61B
CAPAX
Price
$9.30
Change
+$0.01 (+0.11%)
Updated
Oct 24 closing price
Net Assets
675.04M
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BKMIX vs CAPAX

Header iconBKMIX vs CAPAX Comparison
Open Charts BKMIX vs CAPAXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$10.66
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.61B
Federated Hermes Capital Income A
Price$9.30
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets675.04M
BKMIX vs CAPAX Comparison Chart in %
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BKMIX vs. CAPAX commentary
Oct 27, 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 StrongBuy and CAPAX is a Buy.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. CAPAX (675M). BKMIX pays higher dividends than CAPAX: BKMIX (5.77) vs CAPAX (3.39). 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 : 10.43 vs. BKMIX (9.74). CAPAX return over 5 years is better than : 37.94 vs. BKMIX (30.09).
BKMIXCAPAXBKMIX / CAPAX
Total Expense Ratio0.520.8958%
Annual Report Gross Expense Ratio0.621.1056%
Fund Existence9 years37 years-
Gain YTD10.47110.329101%
Front LoadN/A5%-
Min. Initial Investment50000001500333,333%
Min. Initial Investment IRAN/A250-
Net Assets10.6B675M1,570%
Annual Yield % from dividends5.773.39170%
Returns for 1 year9.7410.4393%
Returns for 3 years37.1338.3697%
Returns for 5 years30.0937.9479%
Returns for 10 yearsN/A69.62-
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