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BKMIX vs UGTIX
BKMIX vs UGTIX Comparison
Open Charts BKMIX vs UGTIX
BlackRock Multi-Asset Income Portfolio K
Price$10.08
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets10.36B
Victory Growth and Tax Strategy Ins
Price$26.70
Change-$0.54 (-1.98%)
VolumeN/A
Net Assets826.74M
BKMIX vs UGTIX Comparison Chart
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BKMIX vs. UGTIX commentary
Apr 04, 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 Hold and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. UGTIX (827M). BKMIX pays higher dividends than UGTIX: BKMIX (6.05) vs UGTIX (1.80). 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 (13.00). UGTIX has a lower initial minimum investment than BKMIX: UGTIX (1000000) vs BKMIX (5000000). BKMIX (6.77) and UGTIX (6.47) have marching annual gain over last year.
| 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 | 1.348 | -1.685 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 827M | 1,258% |
| Annual Yield % from dividends | 6.05 | 1.80 | 337% |
| Returns for 1 year | 6.77 | 6.47 | 105% |
| Returns for 3 years | 11.06 | 15.08 | 73% |
| Returns for 5 years | 38.10 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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