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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.68
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets10.66B
Federated Hermes Capital Income C
Price$9.45
Change+$0.18 (+1.94%)
VolumeN/A
Net Assets677.83M
BKMIX vs CAPCX Comparison Chart in %
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BKMIX vs. CAPCX commentary
Feb 05, 2026
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 Hold and CAPCX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. CAPCX (678M). BKMIX pays higher dividends than CAPCX: BKMIX (5.87) vs CAPCX (2.83). BKMIX was incepted earlier than CAPCX: BKMIX (9 years) vs CAPCX (33 years). CAPCX (1.85) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. CAPCX (31.00). CAPCX has a lower initial minimum investment than BKMIX: CAPCX (1500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 10.45 vs. CAPCX (9.93). CAPCX (25.19) and BKMIX (24.18) have equivalent 5 years return.
| BKMIX | CAPCX | BKMIX / CAPCX | |
| Total Expense Ratio | 0.52 | 1.73 | 30% |
| Annual Report Gross Expense Ratio | 0.62 | 1.85 | 34% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 1.613 | 1.085 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.7B | 678M | 1,578% |
| Annual Yield % from dividends | 5.87 | 2.83 | 208% |
| Returns for 1 year | 10.45 | 9.93 | 105% |
| Returns for 3 years | 27.40 | 29.13 | 94% |
| Returns for 5 years | 24.18 | 25.19 | 96% |
| Returns for 10 years | N/A | 71.76 | - |
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