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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.22
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
Federated Hermes Capital Income C
Price$8.83
Change-$0.03 (-0.34%)
VolumeN/A
CapitalizationN/A
BKMIX vs CAPCX Comparison Chart
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BKMIX vs. CAPCX commentary
Dec 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. CAPCX (689M). BKMIX pays higher dividends than CAPCX: BKMIX (5.89) vs CAPCX (2.50). BKMIX was incepted earlier than CAPCX: BKMIX (8 years) vs CAPCX (32 years). BKMIX (56.00) and CAPCX (54.00) have comparable annual turnover. CAPCX has a lower initial minimum investment than BKMIX: CAPCX (1500) vs BKMIX (5000000). CAPCX annual gain was more profitable for investors over the last year : 11.59 vs. BKMIX (9.63). CAPCX return over 5 years is better than : 24.94 vs. BKMIX (20.69).
| BKMIX | CAPCX | BKMIX / CAPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 8.275 | 10.619 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.7B | 689M | 1,553% |
| Annual Yield % from dividends | 5.89 | 2.50 | 235% |
| Returns for 1 year | 9.63 | 11.59 | 83% |
| Returns for 3 years | 6.51 | 6.99 | 93% |
| Returns for 5 years | 20.69 | 24.94 | 83% |
| Returns for 10 years | N/A | 39.64 | - |
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