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BKMIX vs FMUCX
BKMIX vs FMUCX Comparison
Open Charts BKMIX vs FMUCX
BlackRock Multi-Asset Income Portfolio K
Price$10.05
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets10.08B
Federated Hermes Muni and Stock Adv C
Price$14.09
Change+$0.12 (+0.86%)
VolumeN/A
Net Assets1.29B
BKMIX vs FMUCX Comparison Chart
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BKMIX vs. FMUCX commentary
Apr 25, 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 FMUCX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.1B vs. FMUCX (1.29B). 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 : 7.85 vs. FMUCX (0.51). BKMIX return over 5 years is better than : 30.66 vs. FMUCX (24.89).
| 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 | 1.046 | -4.838 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.1B | 1.29B | 781% |
| Annual Yield % from dividends | 6.05 | 1.36 | 443% |
| Returns for 1 year | 7.85 | 0.51 | 1,534% |
| Returns for 3 years | 14.00 | 7.12 | 197% |
| Returns for 5 years | 30.66 | 24.89 | 123% |
| Returns for 10 years | N/A | 26.13 | - |
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