Ad is loading...
BKMIX vs FMUCX
BKMIX vs FMUCX Comparison
Open Charts BKMIX vs FMUCX
BlackRock Multi-Asset Income Portfolio K
Price$10.08
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets10.36B
Federated Hermes Muni and Stock Adv C
Price$14.26
Change-$0.26 (-1.79%)
VolumeN/A
Net Assets1.35B
BKMIX vs FMUCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. FMUCX commentary
Apr 04, 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 FMUCX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. FMUCX (1.35B). BKMIX pays higher dividends than FMUCX: BKMIX (6.05) vs FMUCX (1.36). BKMIX was incepted earlier than FMUCX: BKMIX (8 years) vs FMUCX (22 years). FMUCX (1.83) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. FMUCX (23.00). FMUCX has a lower initial minimum investment than BKMIX: FMUCX (1500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 6.77 vs. FMUCX (3.42). BKMIX (38.10) and FMUCX (37.11) have equivalent 5 years return.
| BKMIX | FMUCX | BKMIX / FMUCX | |
| Total Expense Ratio | 0.52 | 1.74 | 30% |
| Annual Report Gross Expense Ratio | 0.62 | 1.83 | 34% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 1.348 | -1.167 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.4B | 1.35B | 769% |
| Annual Yield % from dividends | 6.05 | 1.36 | 443% |
| Returns for 1 year | 6.77 | 3.42 | 198% |
| Returns for 3 years | 11.06 | 7.27 | 152% |
| Returns for 5 years | 38.10 | 37.11 | 103% |
| Returns for 10 years | N/A | 31.16 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers