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BKMIX vs FMUFX
BKMIX vs FMUFX Comparison
Open Charts BKMIX vs FMUFX
BlackRock Multi-Asset Income Portfolio K
Price$10.34
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets10.6B
Federated Hermes Muni and Stock Adv F
Price$14.96
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets1.39B
BKMIX vs FMUFX Comparison Chart
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BKMIX vs. FMUFX commentary
Mar 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. FMUFX (1.39B). BKMIX pays higher dividends than FMUFX: BKMIX (5.89) vs FMUFX (2.33). BKMIX was incepted earlier than FMUFX: BKMIX (8 years) vs FMUFX (18 years). BKMIX is a more actively managed with annual turnover of: 56.00 vs. FMUFX (36.00). 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 : 10.39 vs. FMUFX (8.24). FMUFX return over 5 years is better than : 30.44 vs. BKMIX (25.29).
| BKMIX | FMUFX | BKMIX / FMUFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 3.387 | 1.793 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 1.39B | 761% |
| Annual Yield % from dividends | 5.89 | 2.33 | 252% |
| Returns for 1 year | 10.39 | 8.24 | 126% |
| Returns for 3 years | 14.59 | 13.46 | 108% |
| Returns for 5 years | 25.29 | 30.44 | 83% |
| Returns for 10 years | N/A | 42.89 | - |
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