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BKMIX vs CAPAX
BKMIX vs CAPAX Comparison
Open Charts BKMIX vs CAPAX
BlackRock Multi-Asset Income Portfolio K
Price$10.64
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets10.61B
Federated Hermes Capital Income A
Price$9.30
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets675.96M
BKMIX vs CAPAX Comparison Chart in %
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BKMIX vs. CAPAX commentary
Oct 21, 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 CAPAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. CAPAX (676M). BKMIX pays higher dividends than CAPAX: BKMIX (5.77) vs CAPAX (3.39). BKMIX was incepted earlier than CAPAX: BKMIX (9 years) vs CAPAX (37 years). CAPAX (1.10) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. CAPAX (31.00). CAPAX has a lower initial minimum investment than BKMIX: CAPAX (1500) vs BKMIX (5000000). CAPAX (8.53) and BKMIX (8.18) have marching annual gain over last year. CAPAX return over 5 years is better than : 36.56 vs. BKMIX (29.48).
| BKMIX | CAPAX | BKMIX / CAPAX | |
| Total Expense Ratio | 0.52 | 0.89 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 1.10 | 56% |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 9.849 | 9.358 | 105% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 676M | 1,568% |
| Annual Yield % from dividends | 5.77 | 3.39 | 170% |
| Returns for 1 year | 8.18 | 8.53 | 96% |
| Returns for 3 years | 36.80 | 38.51 | 96% |
| Returns for 5 years | 29.48 | 36.56 | 81% |
| Returns for 10 years | N/A | 68.42 | - |
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