BKMIX
Price
$10.52
Change
-$0.04 (-0.38%)
Updated
Aug 25 closing price
Net Assets
10.55B
CAPSX
Price
$9.15
Change
-$0.07 (-0.76%)
Updated
Aug 25 closing price
Net Assets
677.23M
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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$10.52
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets10.55B
Federated Hermes Capital Income IS
Price$9.15
Change-$0.07 (-0.76%)
VolumeN/A
Net Assets677.23M
BKMIX vs CAPSX Comparison Chart in %
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BKMIX vs. CAPSX commentary
Aug 27, 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.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. CAPSX (677M). 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 : 10.12 vs. BKMIX (8.59). CAPSX return over 5 years is better than : 37.92 vs. BKMIX (28.49).
BKMIXCAPSXBKMIX / CAPSX
Total Expense Ratio0.520.6481%
Annual Report Gross Expense Ratio0.620.8573%
Fund Existence9 years13 years-
Gain YTD8.4128.80096%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets10.6B677M1,566%
Annual Yield % from dividends5.953.52169%
Returns for 1 year8.5910.1285%
Returns for 3 years27.3430.0691%
Returns for 5 years28.4937.9275%
Returns for 10 yearsN/A71.09-
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