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BKMIX vs CAPRX
BKMIX vs CAPRX Comparison
Open Charts BKMIX vs CAPRX
BlackRock Multi-Asset Income Portfolio K
Price$10.09
Change-$0.13 (-1.27%)
VolumeN/A
CapitalizationN/A
Federated Hermes Capital Income R
Price$8.71
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
BKMIX vs CAPRX Comparison Chart
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BKMIX vs. CAPRX commentary
Dec 19, 2024
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: 10.7B vs. CAPRX (686M). BKMIX pays higher dividends than CAPRX: BKMIX (5.89) vs CAPRX (3.19). BKMIX was incepted earlier than CAPRX: BKMIX (8 years) vs CAPRX (11 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 : 12.43 vs. BKMIX (9.63). CAPRX return over 5 years is better than : 29.52 vs. BKMIX (20.69).
| BKMIX | CAPRX | BKMIX / CAPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 8.275 | 11.385 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 686M | 1,560% |
| Annual Yield % from dividends | 5.89 | 3.19 | 185% |
| Returns for 1 year | 9.63 | 12.43 | 77% |
| Returns for 3 years | 6.51 | 9.30 | 70% |
| Returns for 5 years | 20.69 | 29.52 | 70% |
| Returns for 10 years | N/A | 48.36 | - |
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