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BKMIX vs HCVTX
BKMIX vs HCVTX Comparison
Open Charts BKMIX vs HCVTX
BlackRock Multi-Asset Income Portfolio K
Price$10.12
Change+$0.03 (+0.30%)
VolumeN/A
CapitalizationN/A
Hartford Conservative Allocation R5
Price$11.10
Change+$0.04 (+0.36%)
VolumeN/A
CapitalizationN/A
BKMIX vs HCVTX Comparison Chart
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BKMIX vs. HCVTX commentary
Jan 06, 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 HCVTX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. HCVTX (149M). BKMIX pays higher dividends than HCVTX: BKMIX (5.89) vs HCVTX (2.82). BKMIX was incepted earlier than HCVTX: BKMIX (8 years) vs HCVTX (18 years). BKMIX is a more actively managed with annual turnover of: 56.00 vs. HCVTX (19.00). HCVTX has a lower initial minimum investment than BKMIX: HCVTX (0) vs BKMIX (5000000). HCVTX annual gain was more profitable for investors over the last year : 9.89 vs. BKMIX (8.78). BKMIX return over 5 years is better than : 19.14 vs. HCVTX (14.28).
| BKMIX | HCVTX | BKMIX / HCVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 0.297 | 0.362 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 149M | 7,047% |
| Annual Yield % from dividends | 5.89 | 2.82 | 209% |
| Returns for 1 year | 8.78 | 9.89 | 89% |
| Returns for 3 years | 5.65 | 3.22 | 175% |
| Returns for 5 years | 19.14 | 14.28 | 134% |
| Returns for 10 years | N/A | 38.55 | - |
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