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BKMIX vs FMUAX
BKMIX vs FMUAX Comparison
Open Charts BKMIX vs FMUAX
BlackRock Multi-Asset Income Portfolio K
Price$10.63
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.59B
Federated Hermes Muni and Stock Adv A
Price$15.79
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.4B
BKMIX vs FMUAX Comparison Chart in %
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BKMIX vs. FMUAX commentary
Dec 04, 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 FMUAX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. FMUAX (1.4B). BKMIX pays higher dividends than FMUAX: BKMIX (5.84) vs FMUAX (1.87). BKMIX was incepted earlier than FMUAX: BKMIX (9 years) vs FMUAX (22 years). FMUAX (1.08) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. FMUAX (23.00). 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 : 8.09 vs. FMUAX (6.95). FMUAX return over 5 years is better than : 27.05 vs. BKMIX (25.43).
| BKMIX | FMUAX | BKMIX / FMUAX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 1.08 | 57% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 10.489 | 9.266 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 1.4B | 759% |
| Annual Yield % from dividends | 5.84 | 1.87 | 312% |
| Returns for 1 year | 8.09 | 6.95 | 116% |
| Returns for 3 years | 29.27 | 27.68 | 106% |
| Returns for 5 years | 25.43 | 27.05 | 94% |
| Returns for 10 years | N/A | 55.71 | - |