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BKMIX vs CAPRX
BKMIX vs CAPRX Comparison
Open Charts BKMIX vs CAPRX
BlackRock Multi-Asset Income Portfolio K
Price$10.21
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
Federated Hermes Capital Income R
Price$8.76
Change-$0.05 (-0.57%)
VolumeN/A
CapitalizationN/A
BKMIX vs CAPRX Comparison Chart
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BKMIX vs. CAPRX commentary
Nov 18, 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: 10.8B vs. CAPRX (688M). 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 : 16.66 vs. BKMIX (13.80). CAPRX return over 5 years is better than : 30.18 vs. BKMIX (21.79).
| 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 | 7.667 | 10.038 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 688M | 1,570% |
| Annual Yield % from dividends | 5.89 | 3.19 | 185% |
| Returns for 1 year | 13.80 | 16.66 | 83% |
| Returns for 3 years | 4.77 | 6.26 | 76% |
| Returns for 5 years | 21.79 | 30.18 | 72% |
| Returns for 10 years | N/A | 43.49 | - |
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