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BKMIX vs UGTCX
BKMIX vs UGTCX Comparison
Open Charts BKMIX vs UGTCX
BlackRock Multi-Asset Income Portfolio K
Price$10.57
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.55B
Victory Growth and Tax Strategy C
Price$28.66
Change+$0.18 (+0.63%)
VolumeN/A
Net Assets862.07M
BKMIX vs UGTCX Comparison Chart in %
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BKMIX vs. UGTCX commentary
Sep 07, 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 UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. UGTCX (862M). BKMIX pays higher dividends than UGTCX: BKMIX (5.86) vs UGTCX (0.89). BKMIX was incepted earlier than UGTCX: BKMIX (9 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. UGTCX (17.00). UGTCX has a lower initial minimum investment than BKMIX: UGTCX (2500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.98 vs. UGTCX (7.42). UGTCX return over 5 years is better than : 34.95 vs. BKMIX (29.20).
| BKMIX | UGTCX | BKMIX / UGTCX | |
| Total Expense Ratio | 0.52 | 1.58 | 33% |
| Annual Report Gross Expense Ratio | 0.62 | 1.72 | 36% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 9.021 | 4.597 | 196% |
| 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 | 862M | 1,230% |
| Annual Yield % from dividends | 5.86 | 0.89 | 657% |
| Returns for 1 year | 8.98 | 7.42 | 121% |
| Returns for 3 years | 30.24 | 33.34 | 91% |
| Returns for 5 years | 29.20 | 34.95 | 84% |
| Returns for 10 years | N/A | N/A | - |
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