BKMIX
Price
$10.05
Change
+$0.08 (+0.80%)
Updated
Apr 24 closing price
Net Assets
10.08B
UGTCX
Price
$26.19
Change
+$0.26 (+1.00%)
Updated
Apr 24 closing price
Net Assets
790.79M
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BKMIX vs UGTCX

Header iconBKMIX vs UGTCX Comparison
Open Charts BKMIX vs UGTCXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$10.05
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets10.08B
Victory Growth and Tax Strategy C
Price$26.19
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets790.79M
BKMIX vs UGTCX Comparison Chart
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BKMIX vs. UGTCX commentary
Apr 26, 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.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.1B vs. UGTCX (791M). 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 : 7.85 vs. UGTCX (3.09).
BKMIXUGTCXBKMIX / UGTCX
Total Expense Ratio0.521.5833%
Annual Report Gross Expense Ratio0.621.7635%
Fund Existence8 years5 years-
Gain YTD1.046-5.678-18%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.1B791M1,277%
Annual Yield % from dividends6.050.88691%
Returns for 1 year7.853.09254%
Returns for 3 years14.0012.63111%
Returns for 5 years30.66N/A-
Returns for 10 yearsN/AN/A-
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