BKMIX
Price
$10.09
Change
-$0.13 (-1.27%)
Updated
Dec 18 closing price
CAPFX
Price
$8.69
Change
-$0.13 (-1.47%)
Updated
Dec 18 closing price
Ad is loading...

BKMIX vs CAPFX

Header iconBKMIX vs CAPFX Comparison
Open Charts BKMIX vs CAPFXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$10.09
Change-$0.13 (-1.27%)
VolumeN/A
CapitalizationN/A
Federated Hermes Capital Income F
Price$8.69
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
BKMIX vs CAPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BKMIX vs. CAPFX commentary
Dec 19, 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 StrongBuy and CAPFX is a Buy.

FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. CAPFX (686M). BKMIX pays higher dividends than CAPFX: BKMIX (5.89) vs CAPFX (3.27). BKMIX was incepted earlier than CAPFX: BKMIX (8 years) vs CAPFX (29 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 : 12.52 vs. BKMIX (9.63). CAPFX return over 5 years is better than : 30.24 vs. BKMIX (20.69).
BKMIXCAPFXBKMIX / CAPFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years29 years-
Gain YTD8.27511.59771%
Front LoadN/AN/A-
Min. Initial Investment50000001500333,333%
Min. Initial Investment IRAN/A250-
Net Assets10.7B686M1,560%
Annual Yield % from dividends5.893.27180%
Returns for 1 year9.6312.5277%
Returns for 3 years6.519.6967%
Returns for 5 years20.6930.2468%
Returns for 10 yearsN/A50.22-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SWMIX20.730.40
+1.99%
Schwab International Opportunities
FBGRX236.76-1.67
-0.70%
Fidelity Blue Chip Growth
EQIDX12.10-0.09
-0.74%
Allspring Emerging Markets Eq Inc Adm
HIINX46.61-0.36
-0.77%
Harbor International Investor
FTHMX25.83-0.27
-1.03%
FullerThaler Behav Md-Cp Eq Inst