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BKMIX vs UGTCX
BKMIX vs UGTCX Comparison
Open Charts BKMIX vs UGTCX
BlackRock Multi-Asset Income Portfolio K
Price$10.08
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets10.36B
Victory Growth and Tax Strategy C
Price$26.42
Change-$0.54 (-2.00%)
VolumeN/A
Net Assets826.74M
BKMIX vs UGTCX Comparison Chart
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BKMIX vs. UGTCX commentary
Apr 04, 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 Hold and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. UGTCX (827M). BKMIX pays higher dividends than UGTCX: BKMIX (6.05) 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 (13.00). 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 : 6.77 vs. UGTCX (5.40).
| 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 | 1.348 | -1.932 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 827M | 1,258% |
| Annual Yield % from dividends | 6.05 | 0.88 | 691% |
| Returns for 1 year | 6.77 | 5.40 | 125% |
| Returns for 3 years | 11.06 | 11.58 | 96% |
| Returns for 5 years | 38.10 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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