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BKMIX vs UGTAX
BKMIX vs UGTAX Comparison
Open Charts BKMIX vs UGTAX
BlackRock Multi-Asset Income Portfolio K
Price$10.21
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy A
Price$27.96
Change-$0.21 (-0.75%)
VolumeN/A
CapitalizationN/A
BKMIX vs UGTAX Comparison Chart
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BKMIX vs. UGTAX commentary
Nov 18, 2024
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 UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.8B vs. UGTAX (854M). BKMIX pays higher dividends than UGTAX: BKMIX (5.89) vs UGTAX (1.84). BKMIX was incepted earlier than UGTAX: BKMIX (8 years) vs UGTAX (4 years). BKMIX is a more actively managed with annual turnover of: 56.00 vs. UGTAX (15.00). UGTAX has a lower initial minimum investment than BKMIX: UGTAX (2500) vs BKMIX (5000000). UGTAX annual gain was more profitable for investors over the last year : 20.10 vs. BKMIX (13.80).
| BKMIX | UGTAX | BKMIX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 4 years | - |
| Gain YTD | 7.667 | 13.456 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 854M | 1,265% |
| Annual Yield % from dividends | 5.89 | 1.84 | 320% |
| Returns for 1 year | 13.80 | 20.10 | 69% |
| Returns for 3 years | 4.77 | 11.34 | 42% |
| Returns for 5 years | 21.79 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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