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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.52
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets10.55B
Federated Hermes Capital Income C
Price$9.15
Change-$0.06 (-0.65%)
VolumeN/A
Net Assets677.23M
BKMIX vs CAPCX Comparison Chart in %
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BKMIX vs. CAPCX commentary
Aug 26, 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 CAPCX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. CAPCX (677M). BKMIX pays higher dividends than CAPCX: BKMIX (5.95) vs CAPCX (2.48). BKMIX was incepted earlier than CAPCX: BKMIX (9 years) vs CAPCX (32 years). CAPCX (1.85) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. CAPCX (31.00). CAPCX has a lower initial minimum investment than BKMIX: CAPCX (1500) vs BKMIX (5000000). CAPCX (8.85) and BKMIX (8.59) have marching annual gain over last year. CAPCX return over 5 years is better than : 30.51 vs. BKMIX (28.49).
| BKMIX | CAPCX | BKMIX / CAPCX | |
| Total Expense Ratio | 0.52 | 1.73 | 30% |
| Annual Report Gross Expense Ratio | 0.62 | 1.85 | 34% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 8.412 | 7.901 | 106% |
| 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 | 5.95 | 2.48 | 240% |
| Returns for 1 year | 8.59 | 8.85 | 97% |
| Returns for 3 years | 27.34 | 25.94 | 105% |
| Returns for 5 years | 28.49 | 30.51 | 93% |
| Returns for 10 years | N/A | 55.11 | - |
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