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BKMIX vs CAPRX
BKMIX vs CAPRX Comparison
Open Charts BKMIX vs CAPRX
BlackRock Multi-Asset Income Portfolio K
Price$10.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
Federated Hermes Capital Income R
Price$9.11
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets670.62M
BKMIX vs CAPRX Comparison Chart in %
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BKMIX vs. CAPRX commentary
Aug 10, 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: 10.5B vs. CAPRX (671M). BKMIX pays higher dividends than CAPRX: BKMIX (5.95) vs CAPRX (3.20). BKMIX was incepted earlier than CAPRX: BKMIX (9 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). CAPRX annual gain was more profitable for investors over the last year : 11.44 vs. BKMIX (10.01). CAPRX return over 5 years is better than : 34.77 vs. BKMIX (27.75).
| BKMIX | CAPRX | BKMIX / CAPRX | |
| Total Expense Ratio | 0.52 | 1.14 | 46% |
| Annual Report Gross Expense Ratio | 0.62 | 1.34 | 46% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 7.385 | 6.705 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 671M | 1,565% |
| Annual Yield % from dividends | 5.95 | 3.20 | 186% |
| Returns for 1 year | 10.01 | 11.44 | 88% |
| Returns for 3 years | 24.75 | 25.58 | 97% |
| Returns for 5 years | 27.75 | 34.77 | 80% |
| Returns for 10 years | N/A | 58.23 | - |
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