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BKMIX vs CAPFX
BKMIX vs CAPFX Comparison
Open Charts BKMIX vs CAPFX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.35B
Federated Hermes Capital Income F
Price$8.72
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets649.93M
BKMIX vs CAPFX Comparison Chart
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BKMIX vs. CAPFX commentary
Jun 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 Buy and CAPFX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. CAPFX (650M). BKMIX pays higher dividends than CAPFX: BKMIX (6.04) vs CAPFX (3.34). 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 : 8.92 vs. CAPFX (7.47). CAPFX return over 5 years is better than : 32.05 vs. BKMIX (27.76).
| 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 | 4.696 | 1.751 | 268% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.4B | 650M | 1,600% |
| Annual Yield % from dividends | 6.04 | 3.34 | 181% |
| Returns for 1 year | 8.92 | 7.47 | 119% |
| Returns for 3 years | 20.64 | 17.09 | 121% |
| Returns for 5 years | 27.76 | 32.05 | 87% |
| Returns for 10 years | N/A | 50.76 | - |
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| MFs / NAME | Price $ | Chg $ | Chg % |
| FNPFX | 67.74 | 0.42 | +0.62% |
| American Funds New Perspective F3 | |||
| AFDRX | 51.42 | N/A | N/A |
| American Century Large Cap Equity R | |||
| PIIQX | 12.86 | N/A | N/A |
| Principal International Equity Index R5 | |||
| FLEKX | 12.10 | N/A | N/A |
| Victory Pioneer Equ Premium Income R6 | |||
| ALCEX | 14.08 | N/A | N/A |
| Avantis U.S. Large Cap Value G | |||