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BKMIX vs UGTIX
BKMIX vs UGTIX Comparison
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BKMIX vs UGTIX Comparison Chart in %
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BKMIX vs. UGTIX commentary
Jun 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. UGTIX (932M). BKMIX pays higher dividends than UGTIX: BKMIX (5.96) vs UGTIX (1.98). BKMIX was incepted earlier than UGTIX: BKMIX (9 years) vs UGTIX (6 years). BKMIX (0.62) is less costly to investors than UGTIX (0.55). BKMIX is a more actively managed with annual turnover of: 99.00 vs. UGTIX (17.00). 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 : 17.67 vs. BKMIX (10.62). UGTIX return over 5 years is better than : 39.34 vs. BKMIX (22.99).
| 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 | 6 years | - |
| Gain YTD | 3.969 | 6.459 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 932M | 1,127% |
| Annual Yield % from dividends | 5.96 | 1.98 | 301% |
| Returns for 1 year | 10.62 | 17.67 | 60% |
| Returns for 3 years | 32.96 | 44.01 | 75% |
| Returns for 5 years | 22.99 | 39.34 | 58% |
| Returns for 10 years | N/A | N/A | - |
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