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BKMIX vs UGTAX
BKMIX vs UGTAX Comparison
Open Charts BKMIX vs UGTAX
BlackRock Multi-Asset Income Portfolio K
Price$10.14
Change+$0.03 (+0.30%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy A
Price$28.06
Change+$0.12 (+0.43%)
VolumeN/A
CapitalizationN/A
BKMIX vs UGTAX Comparison Chart
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BKMIX vs. UGTAX commentary
Dec 25, 2024
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: 10.5B vs. UGTAX (854M). BKMIX pays higher dividends than UGTAX: BKMIX (5.89) vs UGTAX (1.84). BKMIX was incepted earlier than UGTAX: BKMIX (8 years) vs UGTAX (4 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 : 13.43 vs. BKMIX (8.13).
| BKMIX | UGTAX | BKMIX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 4 years | - |
| Gain YTD | 7.110 | 13.202 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 854M | 1,230% |
| Annual Yield % from dividends | 5.89 | 1.84 | 320% |
| Returns for 1 year | 8.13 | 13.43 | 61% |
| Returns for 3 years | 5.92 | 10.39 | 57% |
| Returns for 5 years | 19.17 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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