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BKMIX vs CAPRX
BKMIX vs CAPRX Comparison
Open Charts BKMIX vs CAPRX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.54B
Federated Hermes Capital Income R
Price$9.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets677.19M
BKMIX vs CAPRX Comparison Chart in %
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BKMIX vs. CAPRX 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 CAPRX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPRX (677M). BKMIX pays higher dividends than CAPRX: BKMIX (5.84) vs CAPRX (3.46). BKMIX was incepted earlier than CAPRX: BKMIX (9 years) vs CAPRX (13 years). CAPRX (1.34) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. CAPRX (31.00). CAPRX has a lower initial minimum investment than BKMIX: CAPRX (0) vs BKMIX (5000000). CAPRX annual gain was more profitable for investors over the last year : 10.99 vs. BKMIX (10.22). CAPRX return over 5 years is better than : 31.66 vs. BKMIX (24.52).
| BKMIX | CAPRX | BKMIX / CAPRX | |
| Total Expense Ratio | 0.52 | 1.14 | 46% |
| Annual Report Gross Expense Ratio | 0.62 | 1.34 | 46% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 10.281 | 11.873 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 677M | 1,551% |
| Annual Yield % from dividends | 5.84 | 3.46 | 169% |
| Returns for 1 year | 10.22 | 10.99 | 93% |
| Returns for 3 years | 31.72 | 35.92 | 88% |
| Returns for 5 years | 24.52 | 31.66 | 77% |
| Returns for 10 years | N/A | 73.67 | - |
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