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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.05
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets10.08B
Federated Hermes Capital Income C
Price$8.44
Change+$0.06 (+0.72%)
VolumeN/A
Net Assets631.35M
BKMIX vs CAPCX Comparison Chart
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BKMIX vs. CAPCX commentary
Apr 25, 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: 10.1B vs. CAPCX (631M). BKMIX pays higher dividends than CAPCX: BKMIX (6.05) 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 : 7.85 vs. CAPCX (4.52). CAPCX return over 5 years is better than : 32.41 vs. BKMIX (30.66).
| 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 | 1.046 | -2.806 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.1B | 631M | 1,601% |
| Annual Yield % from dividends | 6.05 | 2.48 | 244% |
| Returns for 1 year | 7.85 | 4.52 | 173% |
| Returns for 3 years | 14.00 | 8.42 | 166% |
| Returns for 5 years | 30.66 | 32.41 | 95% |
| Returns for 10 years | N/A | 31.47 | - |
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