BKMIX
Price
$10.43
Change
+$0.03 (+0.29%)
Updated
Jun 30 closing price
Net Assets
10.43B
USBLX
Price
$28.30
Change
+$0.10 (+0.35%)
Updated
Jun 30 closing price
Net Assets
845.76M
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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$10.43
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets10.43B
Victory Growth and Tax Strategy
Price$28.30
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets845.76M
BKMIX vs USBLX Comparison Chart in %
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BKMIX vs. USBLX commentary
Jul 01, 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: 10.4B vs. USBLX (846M). 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 : 10.20 vs. USBLX (6.52). USBLX return over 5 years is better than : 48.80 vs. BKMIX (31.25).
BKMIXUSBLXBKMIX / USBLX
Total Expense Ratio0.520.51102%
Annual Report Gross Expense Ratio0.620.51122%
Fund Existence8 years36 years-
Gain YTD5.7122.299249%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/A3000-
Net Assets10.4B846M1,229%
Annual Yield % from dividends6.041.79336%
Returns for 1 year10.206.52156%
Returns for 3 years27.6935.0279%
Returns for 5 years31.2548.8064%
Returns for 10 yearsN/A87.70-
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