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BKMIX vs UGTCX
BKMIX vs UGTCX Comparison
Open Charts BKMIX vs UGTCX
BlackRock Multi-Asset Income Portfolio K
Price$10.06
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$27.61
Change+$0.16 (+0.58%)
VolumeN/A
CapitalizationN/A
BKMIX vs UGTCX Comparison Chart
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BKMIX vs. UGTCX commentary
Dec 23, 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: 10.5B vs. UGTCX (850M). 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 : 12.71 vs. BKMIX (8.13).
| 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 | 7.004 | 12.347 | 57% |
| 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 | 850M | 1,235% |
| Annual Yield % from dividends | 5.89 | 1.29 | 457% |
| Returns for 1 year | 8.13 | 12.71 | 64% |
| Returns for 3 years | 5.07 | 8.82 | 58% |
| Returns for 5 years | 19.16 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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