Interact to see
Advertisement
Advertisement
BKMIX vs FMUAX
BKMIX vs FMUAX Comparison
Open Charts BKMIX vs FMUAX
BlackRock Multi-Asset Income Portfolio K
Price$10.58
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets10.62B
Federated Hermes Muni and Stock Adv A
Price$15.64
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.39B
BKMIX vs FMUAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. FMUAX commentary
Oct 10, 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 FMUAX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. FMUAX (1.39B). BKMIX pays higher dividends than FMUAX: BKMIX (5.77) vs FMUAX (1.97). 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 : 8.50 vs. FMUAX (7.31). FMUAX (30.44) and BKMIX (28.99) 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 | 9.642 | 7.412 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 1.39B | 761% |
| Annual Yield % from dividends | 5.77 | 1.97 | 292% |
| Returns for 1 year | 8.50 | 7.31 | 116% |
| Returns for 3 years | 36.98 | 33.97 | 109% |
| Returns for 5 years | 28.99 | 30.44 | 95% |
| Returns for 10 years | N/A | 54.11 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| INQQ | 16.02 | 0.12 | +0.75% |
| INQQ The India Internet ETF | |||
| FCOR | 48.04 | -0.03 | -0.07% |
| Fidelity Corporate Bond ETF | |||
| USXF | 58.08 | -0.12 | -0.21% |
| iShares® ESG Advanced MSCI USA ETF | |||
| LCOW | 23.35 | -0.08 | -0.35% |
| Pacer S&P 500 Qul FCF Aristocrats ETF | |||
| PCCE | 14.30 | -0.06 | -0.45% |
| Polen Capital China Growth ETF | |||