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BKMIX vs CAPRX
BKMIX vs CAPRX Comparison
Open Charts BKMIX vs CAPRX
BlackRock Multi-Asset Income Portfolio K
Price$10.18
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.36B
Federated Hermes Capital Income R
Price$8.65
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets654.04M
BKMIX vs CAPRX Comparison Chart
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BKMIX vs. CAPRX commentary
Apr 03, 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 Hold and CAPRX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. CAPRX (654M). BKMIX pays higher dividends than CAPRX: BKMIX (6.05) vs CAPRX (3.25). 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 : 7.40 vs. CAPRX (5.86). CAPRX return over 5 years is better than : 49.53 vs. BKMIX (39.04).
| 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 | 2.252 | -0.156 | -1,445% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 654M | 1,590% |
| Annual Yield % from dividends | 6.05 | 3.25 | 186% |
| Returns for 1 year | 7.40 | 5.86 | 126% |
| Returns for 3 years | 12.26 | 10.09 | 122% |
| Returns for 5 years | 39.04 | 49.53 | 79% |
| Returns for 10 years | N/A | 45.12 | - |
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