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BKMIX vs CAPCX
BKMIX vs CAPCX Comparison
Open Charts BKMIX vs CAPCX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.54B
Federated Hermes Capital Income C
Price$9.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets677.19M
BKMIX vs CAPCX Comparison Chart in %
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BKMIX vs. CAPCX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPCX (677M). 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: 99.00 vs. CAPCX (31.00). CAPCX has a lower initial minimum investment than BKMIX: CAPCX (1500) vs BKMIX (5000000). CAPCX (10.27) and BKMIX (10.22) have marching annual gain over last year. CAPCX return over 5 years is better than : 26.86 vs. BKMIX (24.52).
| 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 | 10.281 | 11.097 | 93% |
| Front Load | N/A | N/A | - |
| 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 | 2.77 | 211% |
| Returns for 1 year | 10.22 | 10.27 | 100% |
| Returns for 3 years | 31.72 | 32.90 | 96% |
| Returns for 5 years | 24.52 | 26.86 | 91% |
| Returns for 10 years | N/A | 63.26 | - |
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