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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-$0.05 (-0.47%)
VolumeN/A
Net Assets10.54B
Hartford Conservative Allocation R5
Price$12.20
Change-$0.08 (-0.65%)
VolumeN/A
Net Assets146.34M
BKMIX vs HCVTX Comparison Chart in %
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BKMIX vs. HCVTX commentary
Nov 15, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. HCVTX (146M). BKMIX pays higher dividends than HCVTX: BKMIX (5.79) vs HCVTX (2.50). 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: 83.00 vs. HCVTX (29.00). HCVTX has a lower initial minimum investment than BKMIX: HCVTX (0) vs BKMIX (5000000). HCVTX (9.49) and BKMIX (9.44) have marching annual gain over last year. BKMIX return over 5 years is better than : 27.25 vs. HCVTX (19.14).
| 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 | 10.307 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 146M | 7,192% |
| Annual Yield % from dividends | 5.79 | 2.50 | 232% |
| Returns for 1 year | 9.44 | 9.49 | 99% |
| Returns for 3 years | 32.85 | 31.39 | 105% |
| Returns for 5 years | 27.25 | 19.14 | 142% |
| Returns for 10 years | N/A | 54.76 | - |
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