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BKMIX vs HCVTX
BKMIX vs HCVTX Comparison
Open Charts BKMIX vs HCVTX
BlackRock Multi-Asset Income Portfolio K
Price$10.40
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.44B
Hartford Conservative Allocation R5
Price$11.67
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets142.9M
BKMIX vs HCVTX Comparison Chart in %
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BKMIX vs. HCVTX commentary
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. HCVTX (143M). BKMIX pays higher dividends than HCVTX: BKMIX (5.95) vs HCVTX (2.61). 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 : 8.97 vs. HCVTX (7.65). BKMIX return over 5 years is better than : 29.95 vs. HCVTX (20.93).
| 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 | 6.261 | 5.515 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 143M | 7,273% |
| Annual Yield % from dividends | 5.95 | 2.61 | 228% |
| Returns for 1 year | 8.97 | 7.65 | 117% |
| Returns for 3 years | 28.59 | 25.18 | 114% |
| Returns for 5 years | 29.95 | 20.93 | 143% |
| Returns for 10 years | N/A | 43.50 | - |
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