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BKMIX vs FMUAX
BKMIX vs FMUAX Comparison
Open Charts BKMIX vs FMUAX
BlackRock Multi-Asset Income Portfolio K
Price$10.51
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.53B
Federated Hermes Muni and Stock Adv A
Price$15.17
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.36B
BKMIX vs FMUAX Comparison Chart in %
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BKMIX vs. FMUAX commentary
Sep 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 StrongBuy and FMUAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. FMUAX (1.36B). BKMIX pays higher dividends than FMUAX: BKMIX (5.86) vs FMUAX (2.03). BKMIX was incepted earlier than FMUAX: BKMIX (9 years) vs FMUAX (22 years). FMUAX (1.08) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. FMUAX (23.00). FMUAX has a lower initial minimum investment than BKMIX: FMUAX (1500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.26 vs. FMUAX (5.38). BKMIX (28.34) and FMUAX (27.06) have equivalent 5 years return.
| BKMIX | FMUAX | BKMIX / FMUAX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 1.08 | 57% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 8.299 | 3.765 | 220% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 1.36B | 773% |
| Annual Yield % from dividends | 5.86 | 2.03 | 289% |
| Returns for 1 year | 8.26 | 5.38 | 153% |
| Returns for 3 years | 28.98 | 24.06 | 120% |
| Returns for 5 years | 28.34 | 27.06 | 105% |
| Returns for 10 years | N/A | 53.34 | - |
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