BKMIX
Price
$10.47
Change
-$0.01 (-0.10%)
Updated
Jul 24 closing price
Net Assets
10.5B
USBLX
Price
$28.41
Change
+$0.02 (+0.07%)
Updated
Jul 24 closing price
Net Assets
847.12M
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BKMIX vs USBLX

Header iconBKMIX vs USBLX Comparison
Open Charts BKMIX vs USBLXBanner chart's image
BlackRock Multi-Asset Income Portfolio K
Price$10.47
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.5B
Victory Growth and Tax Strategy
Price$28.41
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets847.12M
BKMIX vs USBLX Comparison Chart in %
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BKMIX vs. USBLX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. USBLX (847M). BKMIX pays higher dividends than USBLX: BKMIX (5.95) vs USBLX (1.82). BKMIX was incepted earlier than USBLX: BKMIX (8 years) vs USBLX (37 years). BKMIX (0.62) is less costly to investors than USBLX (0.50). 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 : 10.36 vs. USBLX (7.56). USBLX return over 5 years is better than : 43.68 vs. BKMIX (29.09).
BKMIXUSBLXBKMIX / USBLX
Total Expense Ratio0.520.50104%
Annual Report Gross Expense Ratio0.620.50124%
Fund Existence8 years37 years-
Gain YTD7.0782.988237%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/A3000-
Net Assets10.5B847M1,240%
Annual Yield % from dividends5.951.82326%
Returns for 1 year10.367.56137%
Returns for 3 years26.9531.7385%
Returns for 5 years29.0943.6867%
Returns for 10 yearsN/A87.87-
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