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BKMIX vs CAPFX
BKMIX vs CAPFX Comparison
Open Charts BKMIX vs CAPFX
BlackRock Multi-Asset Income Portfolio K
Price$10.19
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets10.49B
Federated Hermes Capital Income F
Price$8.61
Change-$0.07 (-0.81%)
VolumeN/A
Net Assets665.49M
BKMIX vs CAPFX Comparison Chart
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BKMIX vs. CAPFX commentary
Mar 11, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPFX (665M). BKMIX pays higher dividends than CAPFX: BKMIX (5.93) vs CAPFX (3.19). BKMIX was incepted earlier than CAPFX: BKMIX (8 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). BKMIX annual gain was more profitable for investors over the last year : 8.34 vs. CAPFX (7.92). CAPFX return over 5 years is better than : 34.07 vs. BKMIX (23.84).
| BKMIX | CAPFX | BKMIX / CAPFX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 1.10 | 56% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 2.287 | 0.642 | 356% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 665M | 1,579% |
| Annual Yield % from dividends | 5.93 | 3.19 | 186% |
| Returns for 1 year | 8.34 | 7.92 | 105% |
| Returns for 3 years | 15.75 | 14.70 | 107% |
| Returns for 5 years | 23.84 | 34.07 | 70% |
| Returns for 10 years | N/A | 49.82 | - |
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