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BKMIX vs UGTCX
BKMIX vs UGTCX Comparison
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BKMIX vs UGTCX Comparison Chart in %
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BKMIX vs. UGTCX commentary
Sep 12, 2026
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 Hold and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.3B vs. UGTCX (914M). BKMIX pays higher dividends than UGTCX: BKMIX (6.11) vs UGTCX (1.29). BKMIX was incepted earlier than UGTCX: BKMIX (10 years) vs UGTCX (6 years). UGTCX (1.65) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. UGTCX (16.00). 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 : 6.42 vs. BKMIX (5.70). UGTCX return over 5 years is better than : 25.68 vs. BKMIX (21.58).
| BKMIX | UGTCX | BKMIX / UGTCX | |
| Total Expense Ratio | 0.52 | 1.57 | 33% |
| Annual Report Gross Expense Ratio | 0.62 | 1.65 | 38% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 4.334 | 3.991 | 109% |
| 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 | 914M | 1,127% |
| Annual Yield % from dividends | 6.11 | 1.29 | 473% |
| Returns for 1 year | 5.70 | 6.42 | 89% |
| Returns for 3 years | 32.31 | 35.09 | 92% |
| Returns for 5 years | 21.58 | 25.68 | 84% |
| Returns for 10 years | N/A | N/A | - |
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