BIICX vs. SVAIX
Compare and contrast key facts about BlackRock Multi-Asset Income Portfolio (BIICX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
BIICX is managed by Blackrock. It was launched on Apr 6, 2008. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIICX or SVAIX.
Correlation
The correlation between BIICX and SVAIX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BIICX vs. SVAIX - Performance Comparison
Key characteristics
BIICX:
1.93
SVAIX:
1.40
BIICX:
2.81
SVAIX:
1.93
BIICX:
1.37
SVAIX:
1.25
BIICX:
2.35
SVAIX:
1.26
BIICX:
9.58
SVAIX:
5.60
BIICX:
1.00%
SVAIX:
2.85%
BIICX:
4.99%
SVAIX:
11.37%
BIICX:
-33.24%
SVAIX:
-50.87%
BIICX:
-0.62%
SVAIX:
-4.13%
Returns By Period
In the year-to-date period, BIICX achieves a 1.58% return, which is significantly lower than SVAIX's 3.38% return. Over the past 10 years, BIICX has outperformed SVAIX with an annualized return of 4.20%, while SVAIX has yielded a comparatively lower 3.99% annualized return.
BIICX
1.58%
1.58%
3.43%
9.19%
3.90%
4.20%
SVAIX
3.38%
3.38%
3.69%
16.17%
6.03%
3.99%
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BIICX vs. SVAIX - Expense Ratio Comparison
BIICX has a 0.55% expense ratio, which is lower than SVAIX's 0.81% expense ratio.
Risk-Adjusted Performance
BIICX vs. SVAIX — Risk-Adjusted Performance Rank
BIICX
SVAIX
BIICX vs. SVAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Multi-Asset Income Portfolio (BIICX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BIICX vs. SVAIX - Dividend Comparison
BIICX's dividend yield for the trailing twelve months is around 6.03%, more than SVAIX's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIICX BlackRock Multi-Asset Income Portfolio | 6.03% | 6.60% | 5.72% | 5.17% | 4.23% | 4.32% | 4.95% | 5.52% | 4.57% | 4.68% | 5.37% | 5.28% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 3.55% | 3.86% | 4.31% | 4.16% | 3.72% | 4.31% | 3.97% | 4.35% | 3.74% | 3.11% | 3.60% | 5.47% |
Drawdowns
BIICX vs. SVAIX - Drawdown Comparison
The maximum BIICX drawdown since its inception was -33.24%, smaller than the maximum SVAIX drawdown of -50.87%. Use the drawdown chart below to compare losses from any high point for BIICX and SVAIX. For additional features, visit the drawdowns tool.
Volatility
BIICX vs. SVAIX - Volatility Comparison
The current volatility for BlackRock Multi-Asset Income Portfolio (BIICX) is 1.67%, while Federated Hermes Strategic Value Dividend Fund (SVAIX) has a volatility of 3.63%. This indicates that BIICX experiences smaller price fluctuations and is considered to be less risky than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.