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BKMIX vs FMUFX
BKMIX vs FMUFX Comparison
Open Charts BKMIX vs FMUFX
BlackRock Multi-Asset Income Portfolio K
Price$10.62
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.62B
Federated Hermes Muni and Stock Adv F
Price$15.60
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.39B
BKMIX vs FMUFX Comparison Chart in %
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BKMIX vs. FMUFX commentary
Oct 09, 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: 10.6B vs. FMUFX (1.39B). BKMIX pays higher dividends than FMUFX: BKMIX (5.77) vs FMUFX (1.97). 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 : 9.12 vs. FMUFX (7.32). FMUFX (30.11) and BKMIX (29.48) 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 | 9 years | 18 years | - |
| Gain YTD | 10.056 | 7.210 | 139% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 1.39B | 764% |
| Annual Yield % from dividends | 5.77 | 1.97 | 292% |
| Returns for 1 year | 9.12 | 7.32 | 125% |
| Returns for 3 years | 37.20 | 33.20 | 112% |
| Returns for 5 years | 29.48 | 30.11 | 98% |
| Returns for 10 years | N/A | 53.85 | - |
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