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BKMIX vs CAPSX
BKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSX
BlackRock Multi-Asset Income Portfolio K
Price$10.68
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets10.66B
Federated Hermes Capital Income IS
Price$9.46
Change+$0.18 (+1.94%)
VolumeN/A
Net Assets677.83M
BKMIX vs CAPSX Comparison Chart in %
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BKMIX vs. CAPSX commentary
Feb 04, 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 CAPSX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. CAPSX (678M). BKMIX pays higher dividends than CAPSX: BKMIX (5.87) vs CAPSX (3.86). 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: 99.00 vs. CAPSX (31.00). CAPSX has a lower initial minimum investment than BKMIX: CAPSX (1000000) vs BKMIX (5000000). CAPSX annual gain was more profitable for investors over the last year : 11.03 vs. BKMIX (10.45). CAPSX return over 5 years is better than : 32.02 vs. BKMIX (24.18).
| 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 | 1.613 | 1.286 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 678M | 1,578% |
| Annual Yield % from dividends | 5.87 | 3.86 | 152% |
| Returns for 1 year | 10.45 | 11.03 | 95% |
| Returns for 3 years | 27.40 | 33.22 | 82% |
| Returns for 5 years | 24.18 | 32.02 | 76% |
| Returns for 10 years | N/A | 89.59 | - |
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