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BKMIX vs UGTAX
BKMIX vs UGTAX Comparison
Open Charts BKMIX vs UGTAX
BKMIX vs UGTAX Comparison Chart in %
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BKMIX vs. UGTAX commentary
Sep 12, 2026
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 Hold and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.3B vs. UGTAX (914M). BKMIX pays higher dividends than UGTAX: BKMIX (6.11) vs UGTAX (1.96). BKMIX was incepted earlier than UGTAX: BKMIX (10 years) vs UGTAX (6 years). UGTAX (0.90) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. UGTAX (16.00). 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 : 7.19 vs. BKMIX (5.70). UGTAX return over 5 years is better than : 30.45 vs. BKMIX (21.58).
| BKMIX | UGTAX | BKMIX / UGTAX | |
| Total Expense Ratio | 0.52 | 0.83 | 63% |
| Annual Report Gross Expense Ratio | 0.62 | 0.90 | 69% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 4.334 | 4.505 | 96% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 914M | 1,127% |
| Annual Yield % from dividends | 6.11 | 1.96 | 312% |
| Returns for 1 year | 5.70 | 7.19 | 79% |
| Returns for 3 years | 32.31 | 38.18 | 85% |
| Returns for 5 years | 21.58 | 30.45 | 71% |
| Returns for 10 years | N/A | N/A | - |
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