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BKMIX vs USBLX
BKMIX vs USBLX Comparison
Open Charts BKMIX vs USBLX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.35B
Victory Growth and Tax Strategy
Price$27.86
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets831.44M
BKMIX vs USBLX Comparison Chart
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BKMIX vs. USBLX commentary
Jun 07, 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 USBLX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. USBLX (831M). BKMIX pays higher dividends than USBLX: BKMIX (6.04) vs USBLX (1.79). BKMIX was incepted earlier than USBLX: BKMIX (8 years) vs USBLX (36 years). BKMIX (0.62) is less costly to investors than USBLX (0.51). BKMIX is a more actively managed with annual turnover of: 83.00 vs. USBLX (17.00). USBLX has a lower initial minimum investment than BKMIX: USBLX (3000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.92 vs. USBLX (5.83). USBLX return over 5 years is better than : 42.34 vs. BKMIX (27.76).
| BKMIX | USBLX | BKMIX / USBLX | |
| Total Expense Ratio | 0.52 | 0.51 | 102% |
| Annual Report Gross Expense Ratio | 0.62 | 0.51 | 122% |
| Fund Existence | 8 years | 36 years | - |
| Gain YTD | 4.696 | -0.017 | -27,129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 10.4B | 831M | 1,252% |
| Annual Yield % from dividends | 6.04 | 1.79 | 336% |
| Returns for 1 year | 8.92 | 5.83 | 153% |
| Returns for 3 years | 20.64 | 24.38 | 85% |
| Returns for 5 years | 27.76 | 42.34 | 66% |
| Returns for 10 years | N/A | 81.65 | - |
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