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BKMIX vs UGTCX
BKMIX vs UGTCX Comparison
Open Charts BKMIX vs UGTCX
BlackRock Multi-Asset Income Portfolio K
Price$10.26
Change+$0.02 (+0.20%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$27.92
Change+$0.06 (+0.22%)
VolumeN/A
CapitalizationN/A
BKMIX vs UGTCX Comparison Chart
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BKMIX vs. UGTCX commentary
Nov 22, 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: 10.8B vs. UGTCX (857M). 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 : 18.66 vs. BKMIX (13.64).
| 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 | 8.195 | 13.229 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 857M | 1,260% |
| Annual Yield % from dividends | 5.89 | 1.29 | 457% |
| Returns for 1 year | 13.64 | 18.66 | 73% |
| Returns for 3 years | 5.92 | 9.55 | 62% |
| Returns for 5 years | 22.50 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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