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BKMIX vs CAPAX
BKMIX vs CAPAX Comparison
Open Charts BKMIX vs CAPAX
BlackRock Multi-Asset Income Portfolio K
Price$10.48
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.49B
Federated Hermes Capital Income A
Price$9.07
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets669.1M
BKMIX vs CAPAX Comparison Chart in %
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BKMIX vs. CAPAX commentary
Jul 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 Buy and CAPAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPAX (669M). BKMIX pays higher dividends than CAPAX: BKMIX (5.95) vs CAPAX (3.28). 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). CAPAX annual gain was more profitable for investors over the last year : 11.04 vs. BKMIX (10.36). CAPAX return over 5 years is better than : 37.97 vs. BKMIX (29.09).
| BKMIX | CAPAX | BKMIX / CAPAX | |
| Total Expense Ratio | 0.52 | 0.89 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 1.10 | 56% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 7.078 | 6.419 | 110% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 669M | 1,570% |
| Annual Yield % from dividends | 5.95 | 3.28 | 181% |
| Returns for 1 year | 10.36 | 11.04 | 94% |
| Returns for 3 years | 27.34 | 28.38 | 96% |
| Returns for 5 years | 29.09 | 37.97 | 77% |
| Returns for 10 years | N/A | 60.56 | - |
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