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BKMIX vs UGTIX
BKMIX vs UGTIX Comparison
Open Charts BKMIX vs UGTIX
BlackRock Multi-Asset Income Portfolio K
Price$10.09
Change-$0.13 (-1.27%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy Ins
Price$27.87
Change-$0.51 (-1.80%)
VolumeN/A
CapitalizationN/A
BKMIX vs UGTIX Comparison Chart
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BKMIX vs. UGTIX commentary
Dec 19, 2024
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 StrongBuy and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. UGTIX (864M). BKMIX pays higher dividends than UGTIX: BKMIX (5.89) vs UGTIX (2.10). BKMIX was incepted earlier than UGTIX: BKMIX (8 years) vs UGTIX (4 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 : 16.37 vs. BKMIX (9.63).
| BKMIX | UGTIX | BKMIX / UGTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 4 years | - |
| Gain YTD | 8.275 | 15.731 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 864M | 1,238% |
| Annual Yield % from dividends | 5.89 | 2.10 | 281% |
| Returns for 1 year | 9.63 | 16.37 | 59% |
| Returns for 3 years | 6.51 | 14.78 | 44% |
| Returns for 5 years | 20.69 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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