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BKMIX vs FHLSX
BKMIX vs FHLSX Comparison
Open Charts BKMIX vs FHLSX
BlackRock Multi-Asset Income Portfolio K
Price$10.21
Change-$0.07 (-0.68%)
VolumeN/A
Net Assets10.36B
Fidelity Health Savings
Price$10.43
Change-$0.07 (-0.67%)
VolumeN/A
Net Assets61.26M
BKMIX vs FHLSX Comparison Chart
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BKMIX vs. FHLSX commentary
May 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 Buy and FHLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. FHLSX (61.3M). BKMIX pays higher dividends than FHLSX: BKMIX (6.10) vs FHLSX (2.73). BKMIX was incepted earlier than FHLSX: BKMIX (8 years) vs FHLSX (5 years). BKMIX (0.62) is less costly to investors than FHLSX (0.49). BKMIX is a more actively managed with annual turnover of: 83.00 vs. FHLSX (28.00). FHLSX has a lower initial minimum investment than BKMIX: FHLSX (0) vs BKMIX (5000000). BKMIX (7.64) and FHLSX (7.37) have marching annual gain over last year. BKMIX return over 5 years is better than : 30.71 vs. FHLSX (20.02).
| BKMIX | FHLSX | BKMIX / FHLSX | |
| Total Expense Ratio | 0.52 | 0.49 | 106% |
| Annual Report Gross Expense Ratio | 0.62 | 0.49 | 127% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 3.206 | 3.635 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 61.3M | 16,966% |
| Annual Yield % from dividends | 6.10 | 2.73 | 223% |
| Returns for 1 year | 7.64 | 7.37 | 104% |
| Returns for 3 years | 21.55 | 16.16 | 133% |
| Returns for 5 years | 30.71 | 20.02 | 153% |
| Returns for 10 years | N/A | N/A | - |
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