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BKMIX vs HCVTX
BKMIX vs HCVTX Comparison
Open Charts BKMIX vs HCVTX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.32B
Hartford Conservative Allocation R5
Price$11.47
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets142.87M
BKMIX vs HCVTX Comparison Chart in %
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BKMIX vs. HCVTX commentary
Jun 23, 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 HCVTX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.3B vs. HCVTX (143M). BKMIX pays higher dividends than HCVTX: BKMIX (6.04) vs HCVTX (2.68). BKMIX was incepted earlier than HCVTX: BKMIX (8 years) vs HCVTX (19 years). HCVTX (0.75) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. HCVTX (29.00). HCVTX has a lower initial minimum investment than BKMIX: HCVTX (0) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.82 vs. HCVTX (7.05). BKMIX return over 5 years is better than : 28.49 vs. HCVTX (19.86).
| BKMIX | HCVTX | BKMIX / HCVTX | |
| Total Expense Ratio | 0.52 | 0.75 | 69% |
| Annual Report Gross Expense Ratio | 0.62 | 0.75 | 83% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 4.492 | 3.707 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 143M | 7,203% |
| Annual Yield % from dividends | 6.04 | 2.68 | 225% |
| Returns for 1 year | 8.82 | 7.05 | 125% |
| Returns for 3 years | 26.61 | 23.89 | 111% |
| Returns for 5 years | 28.49 | 19.86 | 143% |
| Returns for 10 years | N/A | 39.24 | - |
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