BKMIX
Price
$9.97
Change
+$0.05 (+0.50%)
Updated
Apr 23 closing price
Net Assets
10.03B
UGTIX
Price
$26.22
Change
+$0.34 (+1.31%)
Updated
Apr 23 closing price
Net Assets
780.9M
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BKMIX vs UGTIX

Header iconBKMIX vs UGTIX Comparison
Open Charts BKMIX vs UGTIXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$9.97
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets10.03B
Victory Growth and Tax Strategy Ins
Price$26.22
Change+$0.34 (+1.31%)
VolumeN/A
Net Assets780.9M
BKMIX vs UGTIX Comparison Chart
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BKMIX vs. UGTIX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10B vs. UGTIX (781M). 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 annual gain was more profitable for investors over the last year : 6.35 vs. UGTIX (2.70).
BKMIXUGTIXBKMIX / UGTIX
Total Expense Ratio0.520.5496%
Annual Report Gross Expense Ratio0.620.54115%
Fund Existence8 years5 years-
Gain YTD-0.261-6.5934%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets10B781M1,280%
Annual Yield % from dividends6.051.80337%
Returns for 1 year6.352.70235%
Returns for 3 years12.6414.9585%
Returns for 5 years28.97N/A-
Returns for 10 yearsN/AN/A-
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