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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
Jun 24, 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 (927M). BKMIX pays higher dividends than UGTCX: BKMIX (5.96) vs UGTCX (1.10). BKMIX was incepted earlier than UGTCX: BKMIX (9 years) vs UGTCX (6 years). UGTCX (1.72) 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 : 15.74 vs. BKMIX (10.10). UGTCX return over 5 years is better than : 31.43 vs. BKMIX (22.52).
| BKMIX | UGTCX | BKMIX / UGTCX | |
| Total Expense Ratio | 0.52 | 1.58 | 33% |
| Annual Report Gross Expense Ratio | 0.62 | 1.72 | 36% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 3.483 | 5.890 | 59% |
| 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 | 927M | 1,133% |
| Annual Yield % from dividends | 5.96 | 1.10 | 540% |
| Returns for 1 year | 10.10 | 15.74 | 64% |
| Returns for 3 years | 32.48 | 37.91 | 86% |
| Returns for 5 years | 22.52 | 31.43 | 72% |
| Returns for 10 years | N/A | N/A | - |
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