Interact to see
Advertisement
Advertisement
BKMIX vs UGTIX
BKMIX vs UGTIX Comparison
Open Charts BKMIX vs UGTIX
BlackRock Multi-Asset Income Portfolio K
Price$10.29
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets10.37B
Victory Growth and Tax Strategy Ins
Price$27.70
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets832.36M
BKMIX vs UGTIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. UGTIX commentary
Jun 06, 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 UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. UGTIX (832M). BKMIX pays higher dividends than UGTIX: BKMIX (6.04) vs UGTIX (1.76). BKMIX was incepted earlier than UGTIX: BKMIX (8 years) vs UGTIX (5 years). BKMIX (0.62) is less costly to investors than UGTIX (0.54). BKMIX is a more actively managed with annual turnover of: 83.00 vs. UGTIX (17.00). UGTIX has a lower initial minimum investment than BKMIX: UGTIX (1000000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 9.03 vs. UGTIX (6.11).
| BKMIX | UGTIX | BKMIX / UGTIX | |
| Total Expense Ratio | 0.52 | 0.54 | 96% |
| Annual Report Gross Expense Ratio | 0.62 | 0.54 | 115% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 4.797 | 0.084 | 5,723% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 832M | 1,250% |
| Annual Yield % from dividends | 6.04 | 1.76 | 343% |
| Returns for 1 year | 9.03 | 6.11 | 148% |
| Returns for 3 years | 20.99 | 24.89 | 84% |
| Returns for 5 years | 27.89 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement