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BKMIX vs FMUAX
BKMIX vs FMUAX Comparison
Open Charts BKMIX vs FMUAX
BlackRock Multi-Asset Income Portfolio K
Price$10.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Federated Hermes Muni and Stock Adv A
Price$14.87
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
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BKMIX vs FMUAX Comparison Chart
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BKMIX vs. FMUAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 11.1B 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). FMUAX (16.77) and BKMIX (16.67) have marching annual gain over last year. FMUAX return over 5 years is better than : 28.84 vs. BKMIX (23.59).
| 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 | 8.664 | 8.728 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.1B | 1.41B | 788% |
| Annual Yield % from dividends | 5.89 | 2.33 | 252% |
| Returns for 1 year | 16.67 | 16.77 | 99% |
| Returns for 3 years | 7.09 | 7.40 | 96% |
| Returns for 5 years | 23.59 | 28.84 | 82% |
| Returns for 10 years | N/A | 40.70 | - |
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