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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change-$0.06 (-0.58%)
VolumeN/A
Net Assets10.34B
Federated Hermes Capital Income C
Price$8.75
Change-$0.05 (-0.57%)
VolumeN/A
Net Assets650.3M
BKMIX vs CAPCX Comparison Chart
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BKMIX vs. CAPCX commentary
Jun 15, 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: 10.3B vs. CAPCX (650M). BKMIX pays higher dividends than CAPCX: BKMIX (6.04) vs CAPCX (2.52). 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 : 9.14 vs. CAPCX (6.57). CAPCX (30.93) and BKMIX (29.61) have equivalent 5 years return.
| 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 | 4.696 | 1.748 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.3B | 650M | 1,585% |
| Annual Yield % from dividends | 6.04 | 2.52 | 240% |
| Returns for 1 year | 9.14 | 6.57 | 139% |
| Returns for 3 years | 26.99 | 23.08 | 117% |
| Returns for 5 years | 29.61 | 30.93 | 96% |
| Returns for 10 years | N/A | 40.21 | - |
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