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BKMIX vs CAPSX
BKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSX
BlackRock Multi-Asset Income Portfolio K
Price$10.08
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets10.36B
Federated Hermes Capital Income IS
Price$8.46
Change-$0.18 (-2.08%)
VolumeN/A
Net Assets655.88M
BKMIX vs CAPSX Comparison Chart
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BKMIX vs. CAPSX commentary
Apr 04, 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.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. CAPSX (656M). BKMIX pays higher dividends than CAPSX: BKMIX (6.05) vs CAPSX (3.55). 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 annual gain was more profitable for investors over the last year : 6.77 vs. CAPSX (4.59). CAPSX return over 5 years is better than : 50.69 vs. BKMIX (38.10).
| 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 | 1.348 | -1.815 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 656M | 1,585% |
| Annual Yield % from dividends | 6.05 | 3.55 | 170% |
| Returns for 1 year | 6.77 | 4.59 | 148% |
| Returns for 3 years | 11.06 | 9.00 | 123% |
| Returns for 5 years | 38.10 | 50.69 | 75% |
| Returns for 10 years | N/A | 47.07 | - |
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