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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.63
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.59B
Federated Hermes Capital Income C
Price$9.35
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets675.18M
BKMIX vs CAPCX Comparison Chart in %
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BKMIX vs. CAPCX commentary
Dec 04, 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 CAPCX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. CAPCX (675M). BKMIX pays higher dividends than CAPCX: BKMIX (5.84) vs CAPCX (2.77). 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: 83.00 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 : 8.09 vs. CAPCX (7.63). CAPCX (26.43) and BKMIX (25.43) 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 | 10.489 | 9.801 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 675M | 1,570% |
| Annual Yield % from dividends | 5.84 | 2.77 | 211% |
| Returns for 1 year | 8.09 | 7.63 | 106% |
| Returns for 3 years | 29.27 | 28.51 | 103% |
| Returns for 5 years | 25.43 | 26.43 | 96% |
| Returns for 10 years | N/A | 59.67 | - |
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