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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+$0.01 (+0.10%)
VolumeN/A
Net Assets10.49B
Federated Hermes Muni and Stock Adv F
Price$14.97
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.34B
BKMIX vs FMUFX Comparison Chart in %
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BKMIX vs. FMUFX commentary
Aug 08, 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 (2.08). 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 : 10.56 vs. FMUFX (6.99). BKMIX return over 5 years is better than : 27.75 vs. FMUFX (26.23).
| 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 | 7.385 | 2.674 | 276% |
| 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 | 2.08 | 287% |
| Returns for 1 year | 10.56 | 6.99 | 151% |
| Returns for 3 years | 24.50 | 19.26 | 127% |
| Returns for 5 years | 27.75 | 26.23 | 106% |
| Returns for 10 years | N/A | 45.74 | - |
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