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BKMIX vs FMUAX
BKMIX vs FMUAX Comparison
Open Charts BKMIX vs FMUAX
BlackRock Multi-Asset Income Portfolio K
Price$10.68
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets10.66B
Federated Hermes Muni and Stock Adv A
Price$16.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.42B
BKMIX vs FMUAX Comparison Chart in %
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BKMIX vs. FMUAX 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 FMUAX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. FMUAX (1.42B). BKMIX pays higher dividends than FMUAX: BKMIX (5.87) vs FMUAX (1.67). BKMIX was incepted earlier than FMUAX: BKMIX (9 years) vs FMUAX (22 years). FMUAX (1.09) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. FMUAX (31.00). FMUAX has a lower initial minimum investment than BKMIX: FMUAX (1500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 10.45 vs. FMUAX (9.41). FMUAX return over 5 years is better than : 25.51 vs. BKMIX (24.18).
| BKMIX | FMUAX | BKMIX / FMUAX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 1.09 | 57% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 1.613 | 1.794 | 90% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.7B | 1.42B | 752% |
| Annual Yield % from dividends | 5.87 | 1.67 | 352% |
| Returns for 1 year | 10.45 | 9.41 | 111% |
| Returns for 3 years | 27.40 | 28.07 | 98% |
| Returns for 5 years | 24.18 | 25.51 | 95% |
| Returns for 10 years | N/A | 61.39 | - |
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