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BKMIX vs HCVTX
BKMIX vs HCVTX Comparison
Open Charts BKMIX vs HCVTX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.54B
Hartford Conservative Allocation R5
Price$12.37
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets145.31M
BKMIX vs HCVTX Comparison Chart in %
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BKMIX vs. HCVTX commentary
Dec 28, 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 HCVTX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. HCVTX (145M). BKMIX pays higher dividends than HCVTX: BKMIX (5.84) vs HCVTX (2.48). BKMIX was incepted earlier than HCVTX: BKMIX (9 years) vs HCVTX (19 years). HCVTX (0.75) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. HCVTX (29.00). HCVTX has a lower initial minimum investment than BKMIX: HCVTX (0) vs BKMIX (5000000). HCVTX annual gain was more profitable for investors over the last year : 11.11 vs. BKMIX (10.22). BKMIX return over 5 years is better than : 24.52 vs. HCVTX (17.82).
| BKMIX | HCVTX | BKMIX / HCVTX | |
| Total Expense Ratio | 0.52 | 0.75 | 69% |
| Annual Report Gross Expense Ratio | 0.62 | 0.75 | 83% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 10.281 | 11.844 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 145M | 7,241% |
| Annual Yield % from dividends | 5.84 | 2.48 | 235% |
| Returns for 1 year | 10.22 | 11.11 | 92% |
| Returns for 3 years | 31.72 | 33.08 | 96% |
| Returns for 5 years | 24.52 | 17.82 | 138% |
| Returns for 10 years | N/A | 59.36 | - |
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