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BKMIX vs UGTIX
BKMIX vs UGTIX Comparison
Open Charts BKMIX vs UGTIX
BlackRock Multi-Asset Income Portfolio K
Price$10.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
Victory Growth and Tax Strategy Ins
Price$28.62
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets850.82M
BKMIX vs UGTIX Comparison Chart in %
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BKMIX vs. UGTIX commentary
Aug 07, 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: 10.5B vs. UGTIX (851M). BKMIX pays higher dividends than UGTIX: BKMIX (5.95) vs UGTIX (1.77). BKMIX was incepted earlier than UGTIX: BKMIX (9 years) vs UGTIX (5 years). BKMIX (0.62) is less costly to investors than UGTIX (0.55). 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 : 10.34 vs. UGTIX (8.99). UGTIX return over 5 years is better than : 40.51 vs. BKMIX (27.62).
| BKMIX | UGTIX | BKMIX / UGTIX | |
| Total Expense Ratio | 0.52 | 0.54 | 96% |
| Annual Report Gross Expense Ratio | 0.62 | 0.55 | 113% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 7.282 | 3.482 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 851M | 1,234% |
| Annual Yield % from dividends | 5.95 | 1.77 | 336% |
| Returns for 1 year | 10.34 | 8.99 | 115% |
| Returns for 3 years | 24.75 | 28.83 | 86% |
| Returns for 5 years | 27.62 | 40.51 | 68% |
| Returns for 10 years | N/A | N/A | - |
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