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BKMIX vs CAPSX
BKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSX
BlackRock Multi-Asset Income Portfolio K
Price$10.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Federated Hermes Capital Income IS
Price$8.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BKMIX vs CAPSX Comparison Chart
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BKMIX vs. CAPSX commentary
Sep 21, 2024
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 StrongBuy and CAPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 11B vs. CAPSX (696M). BKMIX pays higher dividends than CAPSX: BKMIX (5.89) vs CAPSX (3.51). BKMIX was incepted earlier than CAPSX: BKMIX (8 years) vs CAPSX (12 years). BKMIX (56.00) and CAPSX (54.00) have comparable annual turnover. 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 : 17.54 vs. BKMIX (15.14). CAPSX return over 5 years is better than : 33.88 vs. BKMIX (23.00).
| BKMIX | CAPSX | BKMIX / CAPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 8.142 | 10.018 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 696M | 1,580% |
| Annual Yield % from dividends | 5.89 | 3.51 | 168% |
| Returns for 1 year | 15.14 | 17.54 | 86% |
| Returns for 3 years | 5.83 | 9.03 | 65% |
| Returns for 5 years | 23.00 | 33.88 | 68% |
| Returns for 10 years | N/A | 46.75 | - |
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