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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
Jul 14, 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: 10.5B vs. UGTCX (934M). BKMIX pays higher dividends than UGTCX: BKMIX (6.00) vs UGTCX (1.29). BKMIX was incepted earlier than UGTCX: BKMIX (9 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 : 13.39 vs. BKMIX (9.25). UGTCX return over 5 years is better than : 29.40 vs. BKMIX (22.51).
| BKMIX | UGTCX | BKMIX / UGTCX | |
| Total Expense Ratio | 0.52 | 1.57 | 33% |
| Annual Report Gross Expense Ratio | 0.62 | 1.65 | 38% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 4.419 | 6.364 | 69% |
| 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 | 934M | 1,124% |
| Annual Yield % from dividends | 6.00 | 1.29 | 466% |
| Returns for 1 year | 9.25 | 13.39 | 69% |
| Returns for 3 years | 31.19 | 36.04 | 87% |
| Returns for 5 years | 22.51 | 29.40 | 77% |
| Returns for 10 years | N/A | N/A | - |
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