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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
Aug 23, 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 StrongBuy and UGTCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. UGTCX (933M). BKMIX pays higher dividends than UGTCX: BKMIX (6.06) vs UGTCX (1.30). 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 : 12.35 vs. BKMIX (8.66). UGTCX return over 5 years is better than : 28.23 vs. BKMIX (23.36).
| 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 | 5.151 | 6.059 | 85% |
| 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 | 933M | 1,125% |
| Annual Yield % from dividends | 6.06 | 1.30 | 465% |
| Returns for 1 year | 8.66 | 12.35 | 70% |
| Returns for 3 years | 35.06 | 39.08 | 90% |
| Returns for 5 years | 23.36 | 28.23 | 83% |
| Returns for 10 years | N/A | N/A | - |
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