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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+$0.03 (+0.30%)
VolumeN/A
Net Assets10.55B
Federated Hermes Capital Income R
Price$8.82
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
BKMIX vs CAPRX Comparison Chart
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BKMIX vs. CAPRX commentary
Jan 19, 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 (681M). BKMIX pays higher dividends than CAPRX: BKMIX (5.89) vs CAPRX (3.19). BKMIX was incepted earlier than CAPRX: BKMIX (8 years) vs CAPRX (12 years). BKMIX (56.00) and CAPRX (54.00) have comparable annual turnover. 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 : 12.48 vs. BKMIX (9.98). CAPRX return over 5 years is better than : 27.41 vs. BKMIX (18.98).
| BKMIX | CAPRX | BKMIX / CAPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 0.892 | 1.379 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 681M | 1,542% |
| Annual Yield % from dividends | 5.89 | 3.19 | 185% |
| Returns for 1 year | 9.98 | 12.48 | 80% |
| Returns for 3 years | 8.18 | 9.67 | 85% |
| Returns for 5 years | 18.98 | 27.41 | 69% |
| Returns for 10 years | N/A | 49.42 | - |
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