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BKMIX vs FHLKX
BKMIX vs FHLKX Comparison
Open Charts BKMIX vs FHLKX
BlackRock Multi-Asset Income Portfolio K
Price$10.13
Change-$0.06 (-0.59%)
VolumeN/A
Net Assets10.44B
Fidelity Health Savings K
Price$10.23
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets61.54M
BKMIX vs FHLKX Comparison Chart
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BKMIX vs. FHLKX commentary
Mar 12, 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: 10.4B vs. FHLKX (61.5M). BKMIX pays higher dividends than FHLKX: BKMIX (5.93) vs FHLKX (2.90). 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 : 7.18 vs. FHLKX (5.68). BKMIX return over 5 years is better than : 31.97 vs. FHLKX (25.89).
| 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 | 1.288 | 0.675 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 61.5M | 16,911% |
| Annual Yield % from dividends | 5.93 | 2.90 | 204% |
| Returns for 1 year | 7.18 | 5.68 | 126% |
| Returns for 3 years | 14.51 | 7.25 | 200% |
| Returns for 5 years | 31.97 | 25.89 | 123% |
| Returns for 10 years | N/A | N/A | - |
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