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BKMIX vs FMUAX
BKMIX vs FMUAX Comparison
Open Charts BKMIX vs FMUAX
BlackRock Multi-Asset Income Portfolio K
Price$10.18
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets10.55B
Federated Hermes Muni and Stock Adv A
Price$14.88
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.39B
BKMIX vs FMUAX Comparison Chart
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BKMIX vs. FMUAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. FMUAX (1.39B). 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 (9.98) and FMUAX (9.93) have marching annual gain over last year. FMUAX return over 5 years is better than : 23.24 vs. BKMIX (18.98).
| 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 | 0.892 | 0.475 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 1.39B | 754% |
| Annual Yield % from dividends | 5.89 | 2.33 | 252% |
| Returns for 1 year | 9.98 | 9.93 | 101% |
| Returns for 3 years | 8.18 | 8.44 | 97% |
| Returns for 5 years | 18.98 | 23.24 | 82% |
| Returns for 10 years | N/A | 41.43 | - |
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