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BKMIX vs CAPAX
BKMIX vs CAPAX Comparison
Open Charts BKMIX vs CAPAX
BlackRock Multi-Asset Income Portfolio K
Price$10.18
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.36B
Federated Hermes Capital Income A
Price$8.63
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets654.04M
BKMIX vs CAPAX Comparison Chart
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BKMIX vs. CAPAX commentary
Apr 03, 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 Hold and CAPAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. CAPAX (654M). BKMIX pays higher dividends than CAPAX: BKMIX (6.05) vs CAPAX (3.31). 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 : 7.40 vs. CAPAX (5.81). CAPAX return over 5 years is better than : 50.02 vs. BKMIX (39.04).
| 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 | 2.252 | -0.367 | -614% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.4B | 654M | 1,590% |
| Annual Yield % from dividends | 6.05 | 3.31 | 183% |
| Returns for 1 year | 7.40 | 5.81 | 127% |
| Returns for 3 years | 12.26 | 10.11 | 121% |
| Returns for 5 years | 39.04 | 50.02 | 78% |
| Returns for 10 years | N/A | 46.65 | - |
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