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BKMIX vs UGTIX
BKMIX vs UGTIX Comparison
Open Charts BKMIX vs UGTIX
BlackRock Multi-Asset Income Portfolio K
Price$10.40
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.44B
Victory Growth and Tax Strategy Ins
Price$28.35
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets848.75M
BKMIX vs UGTIX Comparison Chart in %
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BKMIX vs. UGTIX commentary
Jul 13, 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 (849M). BKMIX pays higher dividends than UGTIX: BKMIX (5.95) vs UGTIX (1.79). 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 : 8.97 vs. UGTIX (5.91). UGTIX return over 5 years is better than : 44.97 vs. BKMIX (29.95).
| 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 | 6.261 | 2.902 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 849M | 1,225% |
| Annual Yield % from dividends | 5.95 | 1.79 | 332% |
| Returns for 1 year | 8.97 | 5.91 | 152% |
| Returns for 3 years | 28.59 | 34.14 | 84% |
| Returns for 5 years | 29.95 | 44.97 | 67% |
| Returns for 10 years | N/A | N/A | - |
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