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BKMIX vs CAPSX
BKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSX
BlackRock Multi-Asset Income Portfolio K
Price$10.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.5B
Federated Hermes Capital Income IS
Price$8.97
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets663.09M
BKMIX vs CAPSX Comparison Chart in %
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BKMIX vs. CAPSX commentary
Jul 03, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPSX (663M). BKMIX pays higher dividends than CAPSX: BKMIX (5.95) vs CAPSX (3.52). BKMIX was incepted earlier than CAPSX: BKMIX (8 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). BKMIX (10.81) and CAPSX (10.45) have marching annual gain over last year. CAPSX return over 5 years is better than : 40.91 vs. BKMIX (30.57).
| BKMIX | CAPSX | BKMIX / CAPSX | |
| Total Expense Ratio | 0.52 | 0.64 | 81% |
| Annual Report Gross Expense Ratio | 0.62 | 0.85 | 73% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 6.669 | 5.101 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 663M | 1,584% |
| Annual Yield % from dividends | 5.95 | 3.52 | 169% |
| Returns for 1 year | 10.81 | 10.45 | 103% |
| Returns for 3 years | 28.55 | 28.37 | 101% |
| Returns for 5 years | 30.57 | 40.91 | 75% |
| Returns for 10 years | N/A | 60.05 | - |
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