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BKMIX vs CAPFX
BKMIX vs CAPFX Comparison
Open Charts BKMIX vs CAPFX
BlackRock Multi-Asset Income Portfolio K
Price$10.40
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
Federated Hermes Capital Income F
Price$8.82
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
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BKMIX vs CAPFX Comparison Chart
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BKMIX vs. CAPFX commentary
Oct 18, 2024
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 Sell and CAPFX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 11B vs. CAPFX (697M). BKMIX pays higher dividends than CAPFX: BKMIX (5.89) vs CAPFX (3.27). BKMIX was incepted earlier than CAPFX: BKMIX (8 years) vs CAPFX (28 years). BKMIX (56.00) and CAPFX (54.00) have comparable annual turnover. 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 : 21.36 vs. BKMIX (18.92). CAPFX return over 5 years is better than : 33.75 vs. BKMIX (24.30).
| BKMIX | CAPFX | BKMIX / CAPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 9.239 | 11.180 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11B | 697M | 1,578% |
| Annual Yield % from dividends | 5.89 | 3.27 | 180% |
| Returns for 1 year | 18.92 | 21.36 | 89% |
| Returns for 3 years | 7.37 | 8.72 | 85% |
| Returns for 5 years | 24.30 | 33.75 | 72% |
| Returns for 10 years | N/A | 50.43 | - |
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