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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.63
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets10.53B
Federated Hermes Capital Income C
Price$9.33
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets665.5M
BKMIX vs CAPCX Comparison Chart in %
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BKMIX vs. CAPCX commentary
Nov 27, 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: 10.5B vs. CAPCX (666M). BKMIX pays higher dividends than CAPCX: BKMIX (5.79) vs CAPCX (2.76). BKMIX was incepted earlier than CAPCX: BKMIX (9 years) vs CAPCX (33 years). CAPCX (1.85) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 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 : 9.00 vs. CAPCX (8.28). CAPCX (27.66) and BKMIX (26.45) 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 | 9 years | 33 years | - |
| Gain YTD | 10.697 | 10.211 | 105% |
| 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 | 5.79 | 2.76 | 210% |
| Returns for 1 year | 9.00 | 8.28 | 109% |
| Returns for 3 years | 31.42 | 30.15 | 104% |
| Returns for 5 years | 26.45 | 27.66 | 96% |
| Returns for 10 years | N/A | 59.23 | - |
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