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BKMIX vs CAPFX
BKMIX vs CAPFX Comparison
Open Charts BKMIX vs CAPFX
BlackRock Multi-Asset Income Portfolio K
Price$10.50
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.5B
Federated Hermes Capital Income F
Price$9.15
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets669.91M
BKMIX vs CAPFX Comparison Chart in %
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BKMIX vs. CAPFX commentary
Aug 18, 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 CAPFX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPFX (670M). BKMIX pays higher dividends than CAPFX: BKMIX (5.95) vs CAPFX (3.27). BKMIX was incepted earlier than CAPFX: BKMIX (9 years) vs CAPFX (29 years). CAPFX (1.10) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. CAPFX (31.00). CAPFX has a lower initial minimum investment than BKMIX: CAPFX (1500) vs BKMIX (5000000). CAPFX annual gain was more profitable for investors over the last year : 10.31 vs. BKMIX (9.14). CAPFX return over 5 years is better than : 35.84 vs. BKMIX (28.36).
| BKMIX | CAPFX | BKMIX / CAPFX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 1.10 | 56% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 7.796 | 7.602 | 103% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 670M | 1,567% |
| Annual Yield % from dividends | 5.95 | 3.27 | 182% |
| Returns for 1 year | 9.14 | 10.31 | 89% |
| Returns for 3 years | 23.74 | 24.42 | 97% |
| Returns for 5 years | 28.36 | 35.84 | 79% |
| Returns for 10 years | N/A | 61.27 | - |
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