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BKMIX vs CAPFX
BKMIX vs CAPFX Comparison
Open Charts BKMIX vs CAPFX
BlackRock Multi-Asset Income Portfolio K
Price$10.57
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.55B
Federated Hermes Capital Income F
Price$9.21
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets679.16M
BKMIX vs CAPFX Comparison Chart in %
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BKMIX vs. CAPFX commentary
Sep 07, 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 CAPFX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. CAPFX (679M). BKMIX pays higher dividends than CAPFX: BKMIX (5.86) vs CAPFX (3.22). 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 : 10.50 vs. BKMIX (8.98). CAPFX return over 5 years is better than : 36.38 vs. BKMIX (29.20).
| 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 | 9.021 | 8.751 | 103% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 679M | 1,561% |
| Annual Yield % from dividends | 5.86 | 3.22 | 182% |
| Returns for 1 year | 8.98 | 10.50 | 86% |
| Returns for 3 years | 30.24 | 32.10 | 94% |
| Returns for 5 years | 29.20 | 36.38 | 80% |
| Returns for 10 years | N/A | 68.23 | - |
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