BKMIX
Price
$10.40
Change
-$0.00 (-0.00%)
Updated
Aug 1 closing price
Net Assets
10.44B
CAPSX
Price
$9.01
Change
-$0.03 (-0.33%)
Updated
Aug 1 closing price
Net Assets
662.9M
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BKMIX vs CAPSX

Header iconBKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$10.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.44B
Federated Hermes Capital Income IS
Price$9.01
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets662.9M
BKMIX vs CAPSX Comparison Chart in %
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BKMIX vs. CAPSX commentary
Aug 04, 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 CAPSX is a Buy.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. CAPSX (663M). BKMIX pays higher dividends than CAPSX: BKMIX (5.95) vs CAPSX (3.52). BKMIX was incepted earlier than CAPSX: BKMIX (9 years) vs CAPSX (13 years). CAPSX (0.85) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. CAPSX (31.00). CAPSX has a lower initial minimum investment than BKMIX: CAPSX (1000000) vs BKMIX (5000000). CAPSX annual gain was more profitable for investors over the last year : 9.28 vs. BKMIX (8.52). CAPSX return over 5 years is better than : 37.71 vs. BKMIX (27.97).
BKMIXCAPSXBKMIX / CAPSX
Total Expense Ratio0.520.6481%
Annual Report Gross Expense Ratio0.620.8573%
Fund Existence9 years13 years-
Gain YTD6.7695.866115%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets10.4B663M1,569%
Annual Yield % from dividends5.953.52169%
Returns for 1 year8.529.2892%
Returns for 3 years24.4025.9194%
Returns for 5 years27.9737.7174%
Returns for 10 yearsN/A61.98-
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