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BKMIX vs CAPRX
BKMIX vs CAPRX Comparison
Open Charts BKMIX vs CAPRX
BlackRock Multi-Asset Income Portfolio K
Price$10.40
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.42B
Federated Hermes Capital Income R
Price$8.91
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets658.94M
BKMIX vs CAPRX Comparison Chart in %
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BKMIX vs. CAPRX commentary
Jun 28, 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 CAPRX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. CAPRX (659M). BKMIX pays higher dividends than CAPRX: BKMIX (6.04) vs CAPRX (3.27). BKMIX was incepted earlier than CAPRX: BKMIX (8 years) vs CAPRX (12 years). CAPRX (1.34) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. CAPRX (31.00). CAPRX has a lower initial minimum investment than BKMIX: CAPRX (0) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 10.20 vs. CAPRX (9.23). CAPRX return over 5 years is better than : 39.92 vs. BKMIX (31.25).
| BKMIX | CAPRX | BKMIX / CAPRX | |
| Total Expense Ratio | 0.52 | 1.14 | 46% |
| Annual Report Gross Expense Ratio | 0.62 | 1.34 | 46% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 5.712 | 4.099 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 659M | 1,578% |
| Annual Yield % from dividends | 6.04 | 3.27 | 185% |
| Returns for 1 year | 10.20 | 9.23 | 110% |
| Returns for 3 years | 27.69 | 26.74 | 104% |
| Returns for 5 years | 31.25 | 39.92 | 78% |
| Returns for 10 years | N/A | 53.97 | - |
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