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BKMIX vs UGTAX
BKMIX vs UGTAX Comparison
Open Charts BKMIX vs UGTAX
BlackRock Multi-Asset Income Portfolio K
Price$9.84
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets9.95B
Victory Growth and Tax Strategy A
Price$25.99
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets788.63M
BKMIX vs UGTAX Comparison Chart
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BKMIX vs. UGTAX commentary
Apr 12, 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 Hold and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 9.95B vs. UGTAX (789M). BKMIX pays higher dividends than UGTAX: BKMIX (6.05) vs UGTAX (1.54). BKMIX was incepted earlier than UGTAX: BKMIX (8 years) vs UGTAX (5 years). UGTAX (0.93) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. UGTAX (13.00). UGTAX has a lower initial minimum investment than BKMIX: UGTAX (2500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 4.74 vs. UGTAX (2.19).
| BKMIX | UGTAX | BKMIX / UGTAX | |
| Total Expense Ratio | 0.52 | 0.83 | 63% |
| Annual Report Gross Expense Ratio | 0.62 | 0.93 | 67% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -1.367 | -5.754 | 24% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.95B | 789M | 1,261% |
| Annual Yield % from dividends | 6.05 | 1.54 | 393% |
| Returns for 1 year | 4.74 | 2.19 | 216% |
| Returns for 3 years | 10.13 | 12.50 | 81% |
| Returns for 5 years | 28.96 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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