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BKMIX vs FHLSX
BKMIX vs FHLSX Comparison
Open Charts BKMIX vs FHLSX
BlackRock Multi-Asset Income Portfolio K
Price$10.08
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets10.36B
Fidelity Health Savings
Price$10.20
Change-$0.13 (-1.26%)
VolumeN/A
Net Assets60.78M
BKMIX vs FHLSX Comparison Chart
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BKMIX vs. FHLSX 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 FHLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. FHLSX (60.8M). BKMIX pays higher dividends than FHLSX: BKMIX (6.05) vs FHLSX (2.71). 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 (46.00). FHLSX has a lower initial minimum investment than BKMIX: FHLSX (0) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 6.77 vs. FHLSX (6.27). BKMIX return over 5 years is better than : 38.10 vs. FHLSX (26.49).
| 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 | 1.348 | 1.344 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 60.8M | 17,105% |
| Annual Yield % from dividends | 6.05 | 2.71 | 223% |
| Returns for 1 year | 6.77 | 6.27 | 108% |
| Returns for 3 years | 11.06 | 6.11 | 181% |
| Returns for 5 years | 38.10 | 26.49 | 144% |
| Returns for 10 years | N/A | N/A | - |
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