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BKMIX vs UGTCX
BKMIX vs UGTCX Comparison
Open Charts BKMIX vs UGTCX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change-$0.06 (-0.58%)
VolumeN/A
Net Assets10.34B
Victory Growth and Tax Strategy C
Price$27.44
Change-$0.16 (-0.58%)
VolumeN/A
Net Assets829.57M
BKMIX vs UGTCX Comparison Chart
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BKMIX vs. UGTCX commentary
Jun 15, 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 (830M). BKMIX pays higher dividends than UGTCX: BKMIX (6.04) vs UGTCX (0.86). 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 : 9.14 vs. UGTCX (3.86).
| 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 | 4.696 | -0.186 | -2,528% |
| 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 | 830M | 1,241% |
| Annual Yield % from dividends | 6.04 | 0.86 | 702% |
| Returns for 1 year | 9.14 | 3.86 | 237% |
| Returns for 3 years | 26.99 | 30.04 | 90% |
| Returns for 5 years | 29.61 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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