Ad is loading...
BKMIX vs UGTAX
BKMIX vs UGTAX Comparison
Open Charts BKMIX vs UGTAX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.58B
Victory Growth and Tax Strategy A
Price$28.17
Change-$0.23 (-0.81%)
VolumeN/A
Net Assets862.81M
BKMIX vs UGTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. UGTAX commentary
Feb 23, 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 StrongBuy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. UGTAX (863M). BKMIX pays higher dividends than UGTAX: BKMIX (5.89) vs UGTAX (1.84). BKMIX was incepted earlier than UGTAX: BKMIX (8 years) vs UGTAX (5 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 : 11.17 vs. BKMIX (9.79).
| BKMIX | UGTAX | BKMIX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 2.341 | 1.477 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 863M | 1,228% |
| Annual Yield % from dividends | 5.89 | 1.84 | 320% |
| Returns for 1 year | 9.79 | 11.17 | 88% |
| Returns for 3 years | 12.74 | 18.74 | 68% |
| Returns for 5 years | 20.41 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers