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BKMIX vs FMUFX
BKMIX vs FMUFX Comparison
Open Charts BKMIX vs FMUFX
BlackRock Multi-Asset Income Portfolio K
Price$10.46
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets10.44B
Federated Hermes Muni and Stock Adv F
Price$15.63
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.38B
BKMIX vs FMUFX Comparison Chart in %
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BKMIX vs. FMUFX commentary
Nov 21, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. FMUFX (1.38B). BKMIX pays higher dividends than FMUFX: BKMIX (5.79) vs FMUFX (1.90). 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: 99.00 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 : 8.41 vs. FMUFX (7.09). FMUFX return over 5 years is better than : 27.31 vs. BKMIX (25.34).
| 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 | 8.927 | 7.742 | 115% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.4B | 1.38B | 751% |
| Annual Yield % from dividends | 5.79 | 1.90 | 306% |
| Returns for 1 year | 8.41 | 7.09 | 119% |
| Returns for 3 years | 30.81 | 28.24 | 109% |
| Returns for 5 years | 25.34 | 27.31 | 93% |
| Returns for 10 years | N/A | 53.64 | - |
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