BKMIX
Price
$10.59
Change
-$0.05 (-0.47%)
Updated
Nov 13 closing price
Net Assets
10.54B
CAPSX
Price
$9.27
Change
-$0.07 (-0.75%)
Updated
Nov 13 closing price
Net Assets
669.75M
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BKMIX vs CAPSX

Header iconBKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSXBanner chart's image
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.

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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). CAPSX (10.17) and BKMIX (9.85) have marching annual gain over last year. CAPSX return over 5 years is better than : 36.27 vs. BKMIX (27.85).
BKMIXCAPSXBKMIX / CAPSX
Total Expense Ratio0.520.6481%
Annual Report Gross Expense Ratio0.620.8573%
Fund Existence9 years14 years-
Gain YTD10.80111.03198%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets10.5B670M1,567%
Annual Yield % from dividends5.793.79153%
Returns for 1 year9.8510.1797%
Returns for 3 years33.3435.8093%
Returns for 5 years27.8536.2777%
Returns for 10 yearsN/A77.73-
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