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BKMIX vs UGTAX
BKMIX vs UGTAX Comparison
Open Charts BKMIX vs UGTAX
BlackRock Multi-Asset Income Portfolio K
Price$10.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.63B
Victory Growth and Tax Strategy A
Price$29.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets871.08M
BKMIX vs UGTAX Comparison Chart in %
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BKMIX vs. UGTAX commentary
Sep 18, 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 (871M). BKMIX pays higher dividends than UGTAX: BKMIX (5.86) vs UGTAX (1.51). 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). UGTAX (8.86) and BKMIX (8.55) have marching annual gain over last year. UGTAX return over 5 years is better than : 45.12 vs. BKMIX (29.93).
| 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 | 9.537 | 7.375 | 129% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 871M | 1,217% |
| Annual Yield % from dividends | 5.86 | 1.51 | 388% |
| Returns for 1 year | 8.55 | 8.86 | 97% |
| Returns for 3 years | 31.67 | 40.86 | 78% |
| Returns for 5 years | 29.93 | 45.12 | 66% |
| Returns for 10 years | N/A | N/A | - |
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