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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-$0.00 (-0.00%)
VolumeN/A
Net Assets10.54B
Federated Hermes Capital Income IS
Price$9.45
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets677.19M
BKMIX vs CAPSX Comparison Chart in %
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BKMIX vs. CAPSX 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 CAPSX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPSX (677M). BKMIX pays higher dividends than CAPSX: BKMIX (5.84) 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: 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 : 11.48 vs. BKMIX (10.22). CAPSX return over 5 years is better than : 33.92 vs. BKMIX (24.52).
| 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 | 12.339 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 677M | 1,551% |
| Annual Yield % from dividends | 5.84 | 3.79 | 154% |
| Returns for 1 year | 10.22 | 11.48 | 89% |
| Returns for 3 years | 31.72 | 37.27 | 85% |
| Returns for 5 years | 24.52 | 33.92 | 72% |
| Returns for 10 years | N/A | 80.14 | - |
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