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BKMIX vs CAPSX
BKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets10.54B
Federated Hermes Capital Income IS
Price$9.27
Change-$0.07 (-0.75%)
VolumeN/A
Net Assets669.75M
BKMIX vs CAPSX Comparison Chart in %
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BKMIX vs. CAPSX commentary
Nov 14, 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 CAPSX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPSX (670M). BKMIX pays higher dividends than CAPSX: BKMIX (5.79) vs CAPSX (3.79). BKMIX was incepted earlier than CAPSX: BKMIX (9 years) vs CAPSX (14 years). CAPSX (0.85) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. CAPSX (31.00). CAPSX has a lower initial minimum investment than BKMIX: CAPSX (1000000) vs BKMIX (5000000). BKMIX (9.44) and CAPSX (9.22) have marching annual gain over last year. CAPSX return over 5 years is better than : 35.25 vs. BKMIX (27.25).
| BKMIX | CAPSX | BKMIX / CAPSX | |
| Total Expense Ratio | 0.52 | 0.64 | 81% |
| Annual Report Gross Expense Ratio | 0.62 | 0.85 | 73% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 10.281 | 10.199 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 670M | 1,567% |
| Annual Yield % from dividends | 5.79 | 3.79 | 153% |
| Returns for 1 year | 9.44 | 9.22 | 102% |
| Returns for 3 years | 32.85 | 35.13 | 93% |
| Returns for 5 years | 27.25 | 35.25 | 77% |
| Returns for 10 years | N/A | 75.25 | - |
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