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BKMIX vs CAPSX
BKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSX
BlackRock Multi-Asset Income Portfolio K
Price$10.09
Change-$0.13 (-1.27%)
VolumeN/A
CapitalizationN/A
Federated Hermes Capital Income IS
Price$8.71
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
BKMIX vs CAPSX Comparison Chart
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BKMIX vs. CAPSX commentary
Dec 19, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. CAPSX (686M). BKMIX pays higher dividends than CAPSX: BKMIX (5.89) vs CAPSX (3.51). BKMIX was incepted earlier than CAPSX: BKMIX (8 years) vs CAPSX (13 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 : 12.78 vs. BKMIX (9.63). CAPSX return over 5 years is better than : 31.88 vs. BKMIX (20.69).
| BKMIX | CAPSX | BKMIX / CAPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 8.275 | 11.834 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 686M | 1,560% |
| Annual Yield % from dividends | 5.89 | 3.51 | 168% |
| Returns for 1 year | 9.63 | 12.78 | 75% |
| Returns for 3 years | 6.51 | 10.53 | 62% |
| Returns for 5 years | 20.69 | 31.88 | 65% |
| Returns for 10 years | N/A | 53.95 | - |
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