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BKMIX vs FMUAX
BKMIX vs FMUAX Comparison
Open Charts BKMIX vs FMUAX
BlackRock Multi-Asset Income Portfolio K
Price$9.92
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.03B
Federated Hermes Muni and Stock Adv A
Price$13.93
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.29B
BKMIX vs FMUAX Comparison Chart
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BKMIX vs. FMUAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10B vs. FMUAX (1.29B). BKMIX pays higher dividends than FMUAX: BKMIX (6.05) 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 : 7.54 vs. FMUAX (1.90). BKMIX (28.21) and FMUAX (27.65) 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 | -0.161 | -4.729 | 3% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10B | 1.29B | 776% |
| Annual Yield % from dividends | 6.05 | 2.13 | 284% |
| Returns for 1 year | 7.54 | 1.90 | 397% |
| Returns for 3 years | 11.47 | 7.30 | 157% |
| Returns for 5 years | 28.21 | 27.65 | 102% |
| Returns for 10 years | N/A | 34.20 | - |
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