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BKMIX vs CAPAX
BKMIX vs CAPAX Comparison
Open Charts BKMIX vs CAPAX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.58B
Federated Hermes Capital Income A
Price$8.83
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
BKMIX vs CAPAX Comparison Chart
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BKMIX vs. CAPAX commentary
Feb 23, 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 (677M). BKMIX pays higher dividends than CAPAX: BKMIX (5.89) vs CAPAX (3.27). BKMIX was incepted earlier than CAPAX: BKMIX (8 years) vs CAPAX (37 years). BKMIX (56.00) and CAPAX (54.00) have comparable annual turnover. 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 : 10.78 vs. BKMIX (9.79). CAPAX return over 5 years is better than : 28.33 vs. BKMIX (20.41).
| BKMIX | CAPAX | BKMIX / CAPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 2.341 | 1.871 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 677M | 1,566% |
| Annual Yield % from dividends | 5.89 | 3.27 | 180% |
| Returns for 1 year | 9.79 | 10.78 | 91% |
| Returns for 3 years | 12.74 | 13.74 | 93% |
| Returns for 5 years | 20.41 | 28.33 | 72% |
| Returns for 10 years | N/A | 48.67 | - |
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