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BKMIX vs USBLX
BKMIX vs USBLX Comparison
Open Charts BKMIX vs USBLX
BlackRock Multi-Asset Income Portfolio K
Price$10.28
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.58B
Victory Growth and Tax Strategy
Price$28.27
Change-$0.22 (-0.77%)
VolumeN/A
Net Assets862.81M
BKMIX vs USBLX Comparison Chart
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BKMIX vs. USBLX commentary
Feb 23, 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 StrongBuy and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. USBLX (863M). BKMIX pays higher dividends than USBLX: BKMIX (5.89) vs USBLX (2.12). BKMIX was incepted earlier than USBLX: BKMIX (8 years) vs USBLX (36 years). BKMIX is a more actively managed with annual turnover of: 56.00 vs. USBLX (15.00). USBLX has a lower initial minimum investment than BKMIX: USBLX (3000) vs BKMIX (5000000). USBLX annual gain was more profitable for investors over the last year : 11.56 vs. BKMIX (9.79). USBLX return over 5 years is better than : 38.78 vs. BKMIX (20.41).
| BKMIX | USBLX | BKMIX / USBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 36 years | - |
| Gain YTD | 2.341 | 1.545 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 10.6B | 863M | 1,228% |
| Annual Yield % from dividends | 5.89 | 2.12 | 278% |
| Returns for 1 year | 9.79 | 11.56 | 85% |
| Returns for 3 years | 12.74 | 19.90 | 64% |
| Returns for 5 years | 20.41 | 38.78 | 53% |
| Returns for 10 years | N/A | 81.04 | - |
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