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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.58B
Federated Hermes Capital Income C
Price$8.83
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
BKMIX vs CAPCX Comparison Chart
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BKMIX vs. CAPCX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. CAPCX (677M). 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). BKMIX (9.79) and CAPCX (9.73) have marching annual gain over last year. CAPCX return over 5 years is better than : 23.08 vs. BKMIX (20.41).
| 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 | 2.341 | 1.800 | 130% |
| 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 | 5.89 | 2.50 | 235% |
| Returns for 1 year | 9.79 | 9.73 | 101% |
| Returns for 3 years | 12.74 | 10.93 | 117% |
| Returns for 5 years | 20.41 | 23.08 | 88% |
| Returns for 10 years | N/A | 38.02 | - |
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