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BKMIX vs FMUFX
BKMIX vs FMUFX Comparison
Open Charts BKMIX vs FMUFX
BlackRock Multi-Asset Income Portfolio K
Price$10.56
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.51B
Federated Hermes Muni and Stock Adv F
Price$15.20
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.36B
BKMIX vs FMUFX Comparison Chart in %
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BKMIX vs. FMUFX commentary
Aug 29, 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 StrongBuy and FMUFX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. FMUFX (1.36B). BKMIX pays higher dividends than FMUFX: BKMIX (5.95) vs FMUFX (2.08). BKMIX was incepted earlier than FMUFX: BKMIX (9 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 : 8.80 vs. FMUFX (5.52). BKMIX return over 5 years is better than : 28.49 vs. FMUFX (26.45).
| BKMIX | FMUFX | BKMIX / FMUFX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 1.08 | 57% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 8.412 | 4.110 | 205% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 1.36B | 773% |
| Annual Yield % from dividends | 5.95 | 2.08 | 287% |
| Returns for 1 year | 8.80 | 5.52 | 159% |
| Returns for 3 years | 27.98 | 22.79 | 123% |
| Returns for 5 years | 28.49 | 26.45 | 108% |
| Returns for 10 years | N/A | 51.70 | - |
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