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BKMIX vs FMUFX
BKMIX vs FMUFX Comparison
Open Charts BKMIX vs FMUFX
BlackRock Multi-Asset Income Portfolio K
Price$9.84
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets9.97B
Federated Hermes Muni and Stock Adv F
Price$13.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.29B
BKMIX vs FMUFX Comparison Chart
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BKMIX vs. FMUFX commentary
Apr 15, 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 FMUFX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 9.97B vs. FMUFX (1.29B). BKMIX pays higher dividends than FMUFX: BKMIX (6.05) vs FMUFX (2.13). 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 : 5.06 vs. FMUFX (-0.12). BKMIX (29.36) and FMUFX (28.33) 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 | -1.066 | -5.482 | 19% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 9.97B | 1.29B | 774% |
| Annual Yield % from dividends | 6.05 | 2.13 | 284% |
| Returns for 1 year | 5.06 | -0.12 | -4,376% |
| Returns for 3 years | 10.46 | 6.38 | 164% |
| Returns for 5 years | 29.36 | 28.33 | 104% |
| Returns for 10 years | N/A | 32.63 | - |
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