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BKMIX vs FMUIX
BKMIX vs FMUIX Comparison
Open Charts BKMIX vs FMUIX
BlackRock Multi-Asset Income Portfolio K
Price$10.51
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets10.48B
Federated Hermes Muni and Stock Adv IS
Price$15.61
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.39B
BKMIX vs FMUIX Comparison Chart in %
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BKMIX vs. FMUIX commentary
Nov 20, 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 FMUIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. FMUIX (1.39B). BKMIX pays higher dividends than FMUIX: BKMIX (5.79) vs FMUIX (2.13). BKMIX was incepted earlier than FMUIX: BKMIX (9 years) vs FMUIX (15 years). FMUIX (0.83) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. FMUIX (23.00). FMUIX has a lower initial minimum investment than BKMIX: FMUIX (1000000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 9.04 vs. FMUIX (7.30). FMUIX return over 5 years is better than : 28.58 vs. BKMIX (25.82).
| BKMIX | FMUIX | BKMIX / FMUIX | |
| Total Expense Ratio | 0.52 | 0.74 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.83 | 75% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 9.448 | 7.844 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 1.39B | 758% |
| Annual Yield % from dividends | 5.79 | 2.13 | 272% |
| Returns for 1 year | 9.04 | 7.30 | 124% |
| Returns for 3 years | 31.29 | 28.96 | 108% |
| Returns for 5 years | 25.82 | 28.58 | 90% |
| Returns for 10 years | N/A | 56.31 | - |
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