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BKMIX vs UGTAX
BKMIX vs UGTAX Comparison
Open Charts BKMIX vs UGTAX
BlackRock Multi-Asset Income Portfolio K
Price$10.41
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.43B
Victory Growth and Tax Strategy A
Price$28.07
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets841.84M
BKMIX vs UGTAX Comparison Chart in %
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BKMIX vs. UGTAX commentary
Jul 19, 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: 10.4B vs. UGTAX (842M). BKMIX pays higher dividends than UGTAX: BKMIX (5.95) vs UGTAX (1.54). BKMIX was incepted earlier than UGTAX: BKMIX (8 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 : 8.44 vs. UGTAX (4.94). UGTAX return over 5 years is better than : 40.81 vs. BKMIX (28.71).
| BKMIX | UGTAX | BKMIX / UGTAX | |
| Total Expense Ratio | 0.52 | 0.83 | 63% |
| Annual Report Gross Expense Ratio | 0.62 | 0.91 | 68% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.261 | 2.126 | 295% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 842M | 1,235% |
| Annual Yield % from dividends | 5.95 | 1.54 | 386% |
| Returns for 1 year | 8.44 | 4.94 | 171% |
| Returns for 3 years | 28.45 | 31.89 | 89% |
| Returns for 5 years | 28.71 | 40.81 | 70% |
| Returns for 10 years | N/A | N/A | - |
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