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BKMIX vs CAPSX
BKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSX
BlackRock Multi-Asset Income Portfolio K
Price$10.61
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets10.64B
Federated Hermes Capital Income IS
Price$9.28
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets678.17M
BKMIX vs CAPSX Comparison Chart in %
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BKMIX vs. CAPSX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. CAPSX (678M). BKMIX pays higher dividends than CAPSX: BKMIX (5.77) vs CAPSX (3.63). 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: 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 : 10.27 vs. BKMIX (9.12). CAPSX return over 5 years is better than : 38.68 vs. BKMIX (29.60).
| 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 | 9.953 | 10.032 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 678M | 1,563% |
| Annual Yield % from dividends | 5.77 | 3.63 | 159% |
| Returns for 1 year | 9.12 | 10.27 | 89% |
| Returns for 3 years | 37.07 | 41.09 | 90% |
| Returns for 5 years | 29.60 | 38.68 | 77% |
| Returns for 10 years | N/A | 73.51 | - |
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