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BKMIX vs UGTCX
BKMIX vs UGTCX Comparison
Open Charts BKMIX vs UGTCX
BlackRock Multi-Asset Income Portfolio K
Price$10.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$27.51
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
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BKMIX vs UGTCX Comparison Chart
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BKMIX vs. UGTCX commentary
Sep 21, 2024
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: 11.1B vs. UGTCX (840M). BKMIX pays higher dividends than UGTCX: BKMIX (5.89) vs UGTCX (1.29). BKMIX was incepted earlier than UGTCX: BKMIX (8 years) vs UGTCX (4 years). BKMIX is a more actively managed with annual turnover of: 56.00 vs. UGTCX (15.00). UGTCX has a lower initial minimum investment than BKMIX: UGTCX (2500) vs BKMIX (5000000). UGTCX annual gain was more profitable for investors over the last year : 21.18 vs. BKMIX (16.67).
| BKMIX | UGTCX | BKMIX / UGTCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 4 years | - |
| Gain YTD | 8.664 | 11.552 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 840M | 1,321% |
| Annual Yield % from dividends | 5.89 | 1.29 | 457% |
| Returns for 1 year | 16.67 | 21.18 | 79% |
| Returns for 3 years | 7.09 | 11.48 | 62% |
| Returns for 5 years | 23.59 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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