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BKMIX vs FHLKX
BKMIX vs FHLKX Comparison
Open Charts BKMIX vs FHLKX
BlackRock Multi-Asset Income Portfolio K
Price$9.84
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets9.97B
Fidelity Health Savings K
Price$10.04
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets60.78M
BKMIX vs FHLKX Comparison Chart
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BKMIX vs. FHLKX commentary
Apr 13, 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 FHLKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 9.97B vs. FHLKX (60.8M). BKMIX pays higher dividends than FHLKX: BKMIX (6.05) vs FHLKX (2.83). BKMIX was incepted earlier than FHLKX: BKMIX (8 years) vs FHLKX (5 years). BKMIX (0.62) is less costly to investors than FHLKX (0.39). BKMIX is a more actively managed with annual turnover of: 83.00 vs. FHLKX (46.00). FHLKX has a lower initial minimum investment than BKMIX: FHLKX (0) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 5.06 vs. FHLKX (4.35). BKMIX return over 5 years is better than : 29.36 vs. FHLKX (19.51).
| BKMIX | FHLKX | BKMIX / FHLKX | |
| Total Expense Ratio | 0.52 | 0.39 | 133% |
| Annual Report Gross Expense Ratio | 0.62 | 0.39 | 159% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -1.066 | -1.126 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.97B | 60.8M | 16,393% |
| Annual Yield % from dividends | 6.05 | 2.83 | 214% |
| Returns for 1 year | 5.06 | 4.35 | 116% |
| Returns for 3 years | 10.46 | 6.36 | 165% |
| Returns for 5 years | 29.36 | 19.51 | 150% |
| Returns for 10 years | N/A | N/A | - |
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