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BKMIX vs FMUAX
BKMIX vs FMUAX Comparison
Open Charts BKMIX vs FMUAX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.58B
Federated Hermes Muni and Stock Adv A
Price$14.93
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets1.41B
BKMIX vs FMUAX Comparison Chart
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BKMIX vs. FMUAX commentary
Feb 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 StrongBuy and FMUAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. FMUAX (1.41B). BKMIX pays higher dividends than FMUAX: BKMIX (5.89) vs FMUAX (2.33). BKMIX was incepted earlier than FMUAX: BKMIX (8 years) vs FMUAX (21 years). BKMIX is a more actively managed with annual turnover of: 56.00 vs. FMUAX (36.00). 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 : 9.79 vs. FMUAX (8.17). FMUAX return over 5 years is better than : 23.91 vs. BKMIX (20.41).
| BKMIX | FMUAX | BKMIX / FMUAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 2.341 | 1.520 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 1.41B | 752% |
| Annual Yield % from dividends | 5.89 | 2.33 | 252% |
| Returns for 1 year | 9.79 | 8.17 | 120% |
| Returns for 3 years | 12.74 | 13.04 | 98% |
| Returns for 5 years | 20.41 | 23.91 | 85% |
| Returns for 10 years | N/A | 42.08 | - |
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