Interact to see
Advertisement
Advertisement
BKMIX vs FMUFX
BKMIX vs FMUFX Comparison
Open Charts BKMIX vs FMUFX
BlackRock Multi-Asset Income Portfolio K
Price$10.45
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.49B
Federated Hermes Muni and Stock Adv F
Price$14.95
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.34B
BKMIX vs FMUFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. FMUFX commentary
Jul 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 Buy and FMUFX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. FMUFX (1.34B). BKMIX pays higher dividends than FMUFX: BKMIX (5.95) vs FMUFX (2.09). BKMIX was incepted earlier than FMUFX: BKMIX (8 years) vs FMUFX (18 years). FMUFX (1.08) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. FMUFX (23.00). FMUFX has a lower initial minimum investment than BKMIX: FMUFX (1500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 10.48 vs. FMUFX (4.95). FMUFX (30.95) and BKMIX (30.57) have equivalent 5 years return.
| BKMIX | FMUFX | BKMIX / FMUFX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 1.08 | 57% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 6.669 | 1.944 | 343% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 1.34B | 781% |
| Annual Yield % from dividends | 5.95 | 2.09 | 285% |
| Returns for 1 year | 10.48 | 4.95 | 212% |
| Returns for 3 years | 28.55 | 21.91 | 130% |
| Returns for 5 years | 30.57 | 30.95 | 99% |
| Returns for 10 years | N/A | 46.78 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers