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BKMIX vs CAPSX
BKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.58B
Federated Hermes Capital Income IS
Price$8.84
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
BKMIX vs CAPSX Comparison Chart
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BKMIX vs. CAPSX commentary
Feb 23, 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 StrongBuy and CAPSX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. CAPSX (677M). 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 : 11.04 vs. BKMIX (9.79). CAPSX return over 5 years is better than : 29.92 vs. BKMIX (20.41).
| 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 | 2.341 | 2.006 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 677M | 1,566% |
| Annual Yield % from dividends | 5.89 | 3.51 | 168% |
| Returns for 1 year | 9.79 | 11.04 | 89% |
| Returns for 3 years | 12.74 | 14.59 | 87% |
| Returns for 5 years | 20.41 | 29.92 | 68% |
| Returns for 10 years | N/A | 52.07 | - |
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