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BKMIX vs CAPSX
BKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSX
BlackRock Multi-Asset Income Portfolio K
Price$10.50
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.46B
Federated Hermes Capital Income IS
Price$9.20
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets665.5M
BKMIX vs CAPSX Comparison Chart in %
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BKMIX vs. CAPSX commentary
Nov 21, 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 CAPSX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPSX (666M). BKMIX pays higher dividends than CAPSX: BKMIX (5.79) vs CAPSX (3.79). BKMIX was incepted earlier than CAPSX: BKMIX (9 years) vs CAPSX (14 years). CAPSX (0.85) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. CAPSX (31.00). CAPSX has a lower initial minimum investment than BKMIX: CAPSX (1000000) vs BKMIX (5000000). CAPSX (8.89) and BKMIX (8.83) have marching annual gain over last year. CAPSX return over 5 years is better than : 34.23 vs. BKMIX (25.82).
| BKMIX | CAPSX | BKMIX / CAPSX | |
| Total Expense Ratio | 0.52 | 0.64 | 81% |
| Annual Report Gross Expense Ratio | 0.62 | 0.85 | 73% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 9.343 | 9.367 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 666M | 1,577% |
| Annual Yield % from dividends | 5.79 | 3.79 | 153% |
| Returns for 1 year | 8.83 | 8.89 | 99% |
| Returns for 3 years | 31.17 | 33.59 | 93% |
| Returns for 5 years | 25.82 | 34.23 | 75% |
| Returns for 10 years | N/A | 72.57 | - |
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