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BKMIX vs UGTCX
BKMIX vs UGTCX Comparison
Open Charts BKMIX vs UGTCX
BlackRock Multi-Asset Income Portfolio K
Price$10.20
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.28B
Victory Growth and Tax Strategy C
Price$27.03
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets823.78M
BKMIX vs UGTCX Comparison Chart
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BKMIX vs. UGTCX commentary
May 24, 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 Buy and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.3B vs. UGTCX (824M). BKMIX pays higher dividends than UGTCX: BKMIX (6.10) vs UGTCX (0.88). BKMIX was incepted earlier than UGTCX: BKMIX (8 years) vs UGTCX (5 years). UGTCX (1.76) 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 : 7.85 vs. UGTCX (4.66).
| BKMIX | UGTCX | BKMIX / UGTCX | |
| Total Expense Ratio | 0.52 | 1.58 | 33% |
| Annual Report Gross Expense Ratio | 0.62 | 1.76 | 35% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 3.206 | -1.532 | -209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 824M | 1,250% |
| Annual Yield % from dividends | 6.10 | 0.88 | 690% |
| Returns for 1 year | 7.85 | 4.66 | 169% |
| Returns for 3 years | 21.19 | 24.19 | 88% |
| Returns for 5 years | 30.71 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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