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BKMIX vs CAPRX
BKMIX vs CAPRX Comparison
Open Charts BKMIX vs CAPRX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.58B
Federated Hermes Capital Income R
Price$8.85
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
BKMIX vs CAPRX Comparison Chart
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BKMIX vs. CAPRX commentary
Feb 23, 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 StrongBuy and CAPRX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. CAPRX (677M). 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 : 10.69 vs. BKMIX (9.79). CAPRX return over 5 years is better than : 27.76 vs. BKMIX (20.41).
| 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 | 2.341 | 1.976 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 677M | 1,566% |
| Annual Yield % from dividends | 5.89 | 3.19 | 185% |
| Returns for 1 year | 9.79 | 10.69 | 92% |
| Returns for 3 years | 12.74 | 13.58 | 94% |
| Returns for 5 years | 20.41 | 27.76 | 74% |
| Returns for 10 years | N/A | 46.93 | - |
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