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BKMIX vs FMUIX
BKMIX vs FMUIX Comparison
Open Charts BKMIX vs FMUIX
BlackRock Multi-Asset Income Portfolio K
Price$10.14
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets10.25B
Federated Hermes Muni and Stock Adv IS
Price$14.31
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.32B
BKMIX vs FMUIX Comparison Chart
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BKMIX vs. FMUIX commentary
May 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 Buy and FMUIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.2B vs. FMUIX (1.32B). BKMIX pays higher dividends than FMUIX: BKMIX (6.10) vs FMUIX (2.44). BKMIX was incepted earlier than FMUIX: BKMIX (8 years) vs FMUIX (14 years). FMUIX (0.83) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 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 : 7.97 vs. FMUIX (2.47). FMUIX (32.23) and BKMIX (31.11) have equivalent 5 years return.
| BKMIX | FMUIX | BKMIX / FMUIX | |
| Total Expense Ratio | 0.52 | 0.74 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.83 | 75% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 2.700 | -2.405 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 1.32B | 774% |
| Annual Yield % from dividends | 6.10 | 2.44 | 250% |
| Returns for 1 year | 7.97 | 2.47 | 323% |
| Returns for 3 years | 20.12 | 16.32 | 123% |
| Returns for 5 years | 31.11 | 32.23 | 97% |
| Returns for 10 years | N/A | 41.13 | - |
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