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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.45
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.5B
Federated Hermes Capital Income C
Price$8.99
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets665.51M
BKMIX vs CAPCX Comparison Chart in %
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BKMIX vs. CAPCX commentary
Jul 06, 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 Buy and CAPCX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPCX (666M). BKMIX pays higher dividends than CAPCX: BKMIX (5.95) vs CAPCX (2.48). BKMIX was incepted earlier than CAPCX: BKMIX (8 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). BKMIX annual gain was more profitable for investors over the last year : 10.59 vs. CAPCX (9.26). CAPCX return over 5 years is better than : 33.79 vs. BKMIX (30.70).
| BKMIX | CAPCX | BKMIX / CAPCX | |
| Total Expense Ratio | 0.52 | 1.73 | 30% |
| Annual Report Gross Expense Ratio | 0.62 | 1.85 | 34% |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 6.772 | 4.770 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 666M | 1,577% |
| Annual Yield % from dividends | 5.95 | 2.48 | 240% |
| Returns for 1 year | 10.59 | 9.26 | 114% |
| Returns for 3 years | 28.67 | 24.56 | 117% |
| Returns for 5 years | 30.70 | 33.79 | 91% |
| Returns for 10 years | N/A | 45.94 | - |
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