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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.62
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.63B
Federated Hermes Capital Income C
Price$9.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets681.63M
BKMIX vs CAPCX Comparison Chart in %
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BKMIX vs. CAPCX commentary
Sep 17, 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 CAPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. CAPCX (682M). BKMIX pays higher dividends than CAPCX: BKMIX (5.86) vs CAPCX (2.44). 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 (8.78) and BKMIX (8.65) have marching annual gain over last year. CAPCX return over 5 years is better than : 32.47 vs. BKMIX (29.69).
| 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 | 9.640 | 8.838 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 682M | 1,554% |
| Annual Yield % from dividends | 5.86 | 2.44 | 240% |
| Returns for 1 year | 8.65 | 8.78 | 98% |
| Returns for 3 years | 31.79 | 30.66 | 104% |
| Returns for 5 years | 29.69 | 32.47 | 91% |
| Returns for 10 years | N/A | 57.87 | - |
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