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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
Jul 25, 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 Hold and UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. UGTIX (925M). BKMIX pays higher dividends than UGTIX: BKMIX (6.00) vs UGTIX (2.19). BKMIX was incepted earlier than UGTIX: BKMIX (9 years) vs UGTIX (6 years). BKMIX (0.62) is less costly to investors than UGTIX (0.56). BKMIX is a more actively managed with annual turnover of: 99.00 vs. UGTIX (16.00). 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 : 13.44 vs. BKMIX (7.40). UGTIX return over 5 years is better than : 34.28 vs. BKMIX (21.47).
| BKMIX | UGTIX | BKMIX / UGTIX | |
| Total Expense Ratio | 0.52 | 0.56 | 93% |
| Annual Report Gross Expense Ratio | 0.62 | 0.56 | 111% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 3.442 | 5.901 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 925M | 1,135% |
| Annual Yield % from dividends | 6.00 | 2.19 | 274% |
| Returns for 1 year | 7.40 | 13.44 | 55% |
| Returns for 3 years | 29.56 | 37.81 | 78% |
| Returns for 5 years | 21.47 | 34.28 | 63% |
| Returns for 10 years | N/A | N/A | - |
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