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BKMIX vs FMUCX
BKMIX vs FMUCX Comparison
Open Charts BKMIX vs FMUCX
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 C
Price$16.09
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.42B
BKMIX vs FMUCX Comparison Chart in %
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BKMIX vs. FMUCX 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 FMUCX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. FMUCX (1.42B). BKMIX pays higher dividends than FMUCX: BKMIX (5.87) vs FMUCX (0.96). BKMIX was incepted earlier than FMUCX: BKMIX (9 years) vs FMUCX (22 years). FMUCX (1.84) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. FMUCX (31.00). 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 : 10.45 vs. FMUCX (8.66). BKMIX return over 5 years is better than : 24.18 vs. FMUCX (21.04).
| BKMIX | FMUCX | BKMIX / FMUCX | |
| Total Expense Ratio | 0.52 | 1.74 | 30% |
| Annual Report Gross Expense Ratio | 0.62 | 1.84 | 34% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 1.613 | 1.729 | 93% |
| Front Load | N/A | N/A | - |
| 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 | 0.96 | 611% |
| Returns for 1 year | 10.45 | 8.66 | 121% |
| Returns for 3 years | 27.40 | 25.30 | 108% |
| Returns for 5 years | 24.18 | 21.04 | 115% |
| Returns for 10 years | N/A | 52.10 | - |
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