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BKMIX vs CAPRX
BKMIX vs CAPRX Comparison
Open Charts BKMIX vs CAPRX
BlackRock Multi-Asset Income Portfolio K
Price$10.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.66B
Federated Hermes Capital Income R
Price$9.47
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets676.41M
BKMIX vs CAPRX Comparison Chart in %
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BKMIX vs. CAPRX 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 CAPRX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. CAPRX (676M). BKMIX pays higher dividends than CAPRX: BKMIX (5.87) vs CAPRX (3.53). 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 (10.42) and BKMIX (10.23) have marching annual gain over last year. CAPRX return over 5 years is better than : 29.35 vs. BKMIX (23.96).
| 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 | 1.613 | 1.259 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 676M | 1,583% |
| Annual Yield % from dividends | 5.87 | 3.53 | 166% |
| Returns for 1 year | 10.23 | 10.42 | 98% |
| Returns for 3 years | 27.40 | 31.91 | 86% |
| Returns for 5 years | 23.96 | 29.35 | 82% |
| Returns for 10 years | N/A | 83.07 | - |
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