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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.21
Change-$0.07 (-0.68%)
VolumeN/A
Net Assets10.36B
Federated Hermes Capital Income C
Price$8.62
Change-$0.09 (-1.03%)
VolumeN/A
Net Assets651.69M
BKMIX vs CAPCX Comparison Chart
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BKMIX vs. CAPCX commentary
May 22, 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: 10.4B vs. CAPCX (652M). BKMIX pays higher dividends than CAPCX: BKMIX (6.10) vs CAPCX (2.54). 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 : 7.64 vs. CAPCX (4.84). CAPCX (31.82) and BKMIX (30.71) 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 | 3.206 | -0.023 | -14,241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.4B | 652M | 1,595% |
| Annual Yield % from dividends | 6.10 | 2.54 | 241% |
| Returns for 1 year | 7.64 | 4.84 | 158% |
| Returns for 3 years | 21.55 | 16.40 | 131% |
| Returns for 5 years | 30.71 | 31.82 | 97% |
| Returns for 10 years | N/A | 35.72 | - |
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