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BKMIX vs UGTCX
BKMIX vs UGTCX Comparison
Open Charts BKMIX vs UGTCX
BlackRock Multi-Asset Income Portfolio K
Price$10.45
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.5B
Victory Growth and Tax Strategy C
Price$28.09
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
BKMIX vs UGTCX Comparison Chart in %
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BKMIX vs. UGTCX commentary
Jul 06, 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: 10.5B vs. UGTCX (851M). BKMIX pays higher dividends than UGTCX: BKMIX (5.95) vs UGTCX (0.91). 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 : 10.59 vs. UGTCX (5.83). UGTCX return over 5 years is better than : 39.59 vs. BKMIX (30.70).
| 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 | 6.772 | 2.516 | 269% |
| 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 | 851M | 1,234% |
| Annual Yield % from dividends | 5.95 | 0.91 | 655% |
| Returns for 1 year | 10.59 | 5.83 | 182% |
| Returns for 3 years | 28.67 | 30.92 | 93% |
| Returns for 5 years | 30.70 | 39.59 | 78% |
| Returns for 10 years | N/A | N/A | - |
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