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BKMIX vs UGTAX
BKMIX vs UGTAX Comparison
Open Charts BKMIX vs UGTAX
BlackRock Multi-Asset Income Portfolio K
Price$10.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
Victory Growth and Tax Strategy A
Price$28.64
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets856.21M
BKMIX vs UGTAX Comparison Chart in %
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BKMIX vs. UGTAX commentary
Aug 10, 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 Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. UGTAX (856M). BKMIX pays higher dividends than UGTAX: BKMIX (5.95) vs UGTAX (1.53). BKMIX was incepted earlier than UGTAX: BKMIX (9 years) vs UGTAX (5 years). UGTAX (0.91) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. UGTAX (17.00). 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 : 10.01 vs. UGTAX (9.05). UGTAX return over 5 years is better than : 39.49 vs. BKMIX (27.75).
| BKMIX | UGTAX | BKMIX / UGTAX | |
| Total Expense Ratio | 0.52 | 0.83 | 63% |
| Annual Report Gross Expense Ratio | 0.62 | 0.91 | 68% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 7.385 | 4.051 | 182% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 856M | 1,227% |
| Annual Yield % from dividends | 5.95 | 1.53 | 390% |
| Returns for 1 year | 10.01 | 9.05 | 111% |
| Returns for 3 years | 24.75 | 28.99 | 85% |
| Returns for 5 years | 27.75 | 39.49 | 70% |
| Returns for 10 years | N/A | N/A | - |
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