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BKMIX vs CAPAX
BKMIX vs CAPAX Comparison
Open Charts BKMIX vs CAPAX
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.
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).
| 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 | 10.471 | 10.329 | 101% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 675M | 1,570% |
| Annual Yield % from dividends | 5.77 | 3.39 | 170% |
| Returns for 1 year | 9.74 | 10.43 | 93% |
| Returns for 3 years | 37.13 | 38.36 | 97% |
| Returns for 5 years | 30.09 | 37.94 | 79% |
| Returns for 10 years | N/A | 69.62 | - |
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