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BKMIX vs CAPAX
BKMIX vs CAPAX Comparison
Open Charts BKMIX vs CAPAX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.54B
Federated Hermes Capital Income A
Price$9.43
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets677.07M
BKMIX vs CAPAX Comparison Chart in %
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BKMIX vs. CAPAX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPAX (677M). BKMIX pays higher dividends than CAPAX: BKMIX (5.84) vs CAPAX (3.57). BKMIX was incepted earlier than CAPAX: BKMIX (9 years) vs CAPAX (38 years). CAPAX (1.10) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. CAPAX (31.00). CAPAX has a lower initial minimum investment than BKMIX: CAPAX (1500) vs BKMIX (5000000). CAPAX annual gain was more profitable for investors over the last year : 11.24 vs. BKMIX (10.33). CAPAX return over 5 years is better than : 32.18 vs. BKMIX (24.52).
| 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 | 38 years | - |
| Gain YTD | 10.281 | 11.871 | 87% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 677M | 1,551% |
| Annual Yield % from dividends | 5.84 | 3.57 | 164% |
| Returns for 1 year | 10.33 | 11.24 | 92% |
| Returns for 3 years | 31.44 | 35.81 | 88% |
| Returns for 5 years | 24.52 | 32.18 | 76% |
| Returns for 10 years | N/A | 76.65 | - |
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