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BKMIX vs UGTIX
BKMIX vs UGTIX Comparison
Open Charts BKMIX vs UGTIX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets10.58B
Victory Growth and Tax Strategy Ins
Price$28.32
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets862.46M
BKMIX vs UGTIX Comparison Chart
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BKMIX vs. UGTIX commentary
Jan 31, 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: 10.6B vs. UGTIX (862M). BKMIX pays higher dividends than UGTIX: BKMIX (5.89) vs UGTIX (2.10). BKMIX was incepted earlier than UGTIX: BKMIX (8 years) vs UGTIX (5 years). BKMIX is a more actively managed with annual turnover of: 56.00 vs. UGTIX (15.00). UGTIX has a lower initial minimum investment than BKMIX: UGTIX (1000000) vs BKMIX (5000000). UGTIX annual gain was more profitable for investors over the last year : 14.40 vs. BKMIX (9.41).
| BKMIX | UGTIX | BKMIX / UGTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 1.883 | 1.510 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 862M | 1,230% |
| Annual Yield % from dividends | 5.89 | 2.10 | 281% |
| Returns for 1 year | 9.41 | 14.40 | 65% |
| Returns for 3 years | 9.80 | 16.96 | 58% |
| Returns for 5 years | 20.85 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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