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BKMIX vs UGTAX
BKMIX vs UGTAX Comparison
Open Charts BKMIX vs UGTAX
BlackRock Multi-Asset Income Portfolio K
Price$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.23B
Victory Growth and Tax Strategy A
Price$27.00
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets814.8M
BKMIX vs UGTAX Comparison Chart
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BKMIX vs. UGTAX commentary
May 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 Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.2B vs. UGTAX (815M). BKMIX pays higher dividends than UGTAX: BKMIX (6.10) vs UGTAX (1.55). 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 : 7.54 vs. UGTAX (4.95).
| 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 | 2.599 | -2.392 | -109% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 815M | 1,252% |
| Annual Yield % from dividends | 6.10 | 1.55 | 393% |
| Returns for 1 year | 7.54 | 4.95 | 152% |
| Returns for 3 years | 20.00 | 24.29 | 82% |
| Returns for 5 years | 30.98 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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