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BKMIX vs FMUFX
BKMIX vs FMUFX Comparison
Open Charts BKMIX vs FMUFX
BlackRock Multi-Asset Income Portfolio K
Price$10.20
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.28B
Federated Hermes Muni and Stock Adv F
Price$14.36
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets1.31B
BKMIX vs FMUFX Comparison Chart
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BKMIX vs. FMUFX commentary
May 24, 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: 10.3B vs. FMUFX (1.31B). BKMIX pays higher dividends than FMUFX: BKMIX (6.10) vs FMUFX (2.18). 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 : 7.85 vs. FMUFX (2.69). BKMIX (30.71) and FMUFX (30.22) 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 | 3.206 | -1.569 | -204% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.3B | 1.31B | 786% |
| Annual Yield % from dividends | 6.10 | 2.18 | 280% |
| Returns for 1 year | 7.85 | 2.69 | 292% |
| Returns for 3 years | 21.19 | 16.54 | 128% |
| Returns for 5 years | 30.71 | 30.22 | 102% |
| Returns for 10 years | N/A | 39.52 | - |
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