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BKMIX vs FMUIX
BKMIX vs FMUIX Comparison
Open Charts BKMIX vs FMUIX
BlackRock Multi-Asset Income Portfolio K
Price$10.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.47B
Federated Hermes Muni and Stock Adv IS
Price$14.95
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets1.35B
BKMIX vs FMUIX Comparison Chart in %
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BKMIX vs. FMUIX commentary
Jul 11, 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: 10.5B vs. FMUIX (1.35B). BKMIX pays higher dividends than FMUIX: BKMIX (5.95) vs FMUIX (2.34). BKMIX was incepted earlier than FMUIX: BKMIX (8 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: 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 : 9.83 vs. FMUIX (4.63). FMUIX (31.74) and BKMIX (30.32) 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 | 15 years | - |
| Gain YTD | 6.567 | 2.207 | 298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 1.35B | 780% |
| Annual Yield % from dividends | 5.95 | 2.34 | 255% |
| Returns for 1 year | 9.83 | 4.63 | 212% |
| Returns for 3 years | 28.82 | 22.62 | 127% |
| Returns for 5 years | 30.32 | 31.74 | 96% |
| Returns for 10 years | N/A | 48.73 | - |
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