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BKMIX vs FMUIX
BKMIX vs FMUIX Comparison
Open Charts BKMIX vs FMUIX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.54B
Federated Hermes Muni and Stock Adv IS
Price$15.89
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets1.41B
BKMIX vs FMUIX Comparison Chart in %
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BKMIX vs. FMUIX 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 FMUIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. FMUIX (1.41B). BKMIX pays higher dividends than FMUIX: BKMIX (5.84) vs FMUIX (2.11). BKMIX was incepted earlier than FMUIX: BKMIX (9 years) vs FMUIX (15 years). FMUIX (0.83) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. FMUIX (23.00). FMUIX has a lower initial minimum investment than BKMIX: FMUIX (1000000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 10.22 vs. FMUIX (8.83). FMUIX return over 5 years is better than : 27.94 vs. BKMIX (24.52).
| BKMIX | FMUIX | BKMIX / FMUIX | |
| Total Expense Ratio | 0.52 | 0.74 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.83 | 75% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 10.281 | 9.568 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 1.41B | 746% |
| Annual Yield % from dividends | 5.84 | 2.11 | 277% |
| Returns for 1 year | 10.22 | 8.83 | 116% |
| Returns for 3 years | 31.72 | 31.04 | 102% |
| Returns for 5 years | 24.52 | 27.94 | 88% |
| Returns for 10 years | N/A | 58.86 | - |
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