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BKMIX vs FMUCX
BKMIX vs FMUCX Comparison
Open Charts BKMIX vs FMUCX
BlackRock Multi-Asset Income Portfolio K
Price$10.64
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.6B
Federated Hermes Muni and Stock Adv C
Price$15.83
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets1.4B
BKMIX vs FMUCX Comparison Chart in %
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BKMIX vs. FMUCX 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 FMUCX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. FMUCX (1.4B). BKMIX pays higher dividends than FMUCX: BKMIX (5.79) vs FMUCX (1.18). BKMIX was incepted earlier than FMUCX: BKMIX (9 years) vs FMUCX (22 years). FMUCX (1.83) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. FMUCX (23.00). FMUCX has a lower initial minimum investment than BKMIX: FMUCX (1500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 9.85 vs. FMUCX (6.95). BKMIX return over 5 years is better than : 27.85 vs. FMUCX (24.27).
| BKMIX | FMUCX | BKMIX / FMUCX | |
| Total Expense Ratio | 0.52 | 1.74 | 30% |
| Annual Report Gross Expense Ratio | 0.62 | 1.83 | 34% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 10.801 | 8.117 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.6B | 1.4B | 756% |
| Annual Yield % from dividends | 5.79 | 1.18 | 490% |
| Returns for 1 year | 9.85 | 6.95 | 142% |
| Returns for 3 years | 33.34 | 27.79 | 120% |
| Returns for 5 years | 27.85 | 24.27 | 115% |
| Returns for 10 years | N/A | 48.41 | - |
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