Interact to see
Advertisement
Advertisement
BKMIX vs UGTIX
BKMIX vs UGTIX Comparison
Open Charts BKMIX vs UGTIX
BlackRock Multi-Asset Income Portfolio K
Price$10.61
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets10.64B
Victory Growth and Tax Strategy Ins
Price$29.70
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets880.24M
BKMIX vs UGTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. UGTIX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. UGTIX (880M). BKMIX pays higher dividends than UGTIX: BKMIX (5.77) 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). UGTIX (9.53) and BKMIX (9.12) have marching annual gain over last year. UGTIX return over 5 years is better than : 46.21 vs. BKMIX (29.60).
| 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 | 9.953 | 8.523 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 880M | 1,205% |
| Annual Yield % from dividends | 5.77 | 1.77 | 326% |
| Returns for 1 year | 9.12 | 9.53 | 96% |
| Returns for 3 years | 37.07 | 48.80 | 76% |
| Returns for 5 years | 29.60 | 46.21 | 64% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement