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BKMIX vs FMUAX
BKMIX vs FMUAX Comparison
Open Charts BKMIX vs FMUAX
BlackRock Multi-Asset Income Portfolio K
Price$10.39
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets10.38B
Federated Hermes Muni and Stock Adv A
Price$14.69
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.33B
BKMIX vs FMUAX Comparison Chart in %
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BKMIX vs. FMUAX commentary
Jun 27, 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 FMUAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. FMUAX (1.33B). BKMIX pays higher dividends than FMUAX: BKMIX (6.04) vs FMUAX (2.13). BKMIX was incepted earlier than FMUAX: BKMIX (8 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 : 10.20 vs. FMUAX (3.97). FMUAX (31.26) and BKMIX (31.12) 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 | 8 years | 22 years | - |
| Gain YTD | 5.611 | 0.506 | 1,109% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.4B | 1.33B | 784% |
| Annual Yield % from dividends | 6.04 | 2.13 | 283% |
| Returns for 1 year | 10.20 | 3.97 | 257% |
| Returns for 3 years | 26.92 | 20.27 | 133% |
| Returns for 5 years | 31.12 | 31.26 | 100% |
| Returns for 10 years | N/A | 44.93 | - |
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