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BKMIX vs FMUAX
BKMIX vs FMUAX Comparison
Open Charts BKMIX vs FMUAX
BlackRock Multi-Asset Income Portfolio K
Price$10.22
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
Federated Hermes Muni and Stock Adv A
Price$14.97
Change-$0.07 (-0.47%)
VolumeN/A
CapitalizationN/A
BKMIX vs FMUAX Comparison Chart
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BKMIX vs. FMUAX commentary
Dec 18, 2024
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: 10.7B vs. FMUAX (1.42B). 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). FMUAX annual gain was more profitable for investors over the last year : 10.53 vs. BKMIX (9.63). FMUAX return over 5 years is better than : 26.31 vs. BKMIX (20.69).
| 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 | 8.275 | 9.871 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.7B | 1.42B | 756% |
| Annual Yield % from dividends | 5.89 | 2.33 | 252% |
| Returns for 1 year | 9.63 | 10.53 | 91% |
| Returns for 3 years | 6.51 | 9.18 | 71% |
| Returns for 5 years | 20.69 | 26.31 | 79% |
| Returns for 10 years | N/A | 43.07 | - |
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