Ad is loading...
BKMIX vs USBLX
BKMIX vs USBLX Comparison
Open Charts BKMIX vs USBLX
BlackRock Multi-Asset Income Portfolio K
Price$10.18
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets10.55B
Victory Growth and Tax Strategy
Price$28.03
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets857.27M
BKMIX vs USBLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. USBLX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. USBLX (857M). 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 : 14.54 vs. BKMIX (9.98). USBLX return over 5 years is better than : 38.89 vs. BKMIX (18.98).
| 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 | 0.892 | 0.682 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 10.5B | 857M | 1,225% |
| Annual Yield % from dividends | 5.89 | 2.12 | 278% |
| Returns for 1 year | 9.98 | 14.54 | 69% |
| Returns for 3 years | 8.18 | 14.19 | 58% |
| Returns for 5 years | 18.98 | 38.89 | 49% |
| Returns for 10 years | N/A | 82.19 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QYLE | 27.02 | 0.17 | +0.63% |
| Global X Nasdaq 100 ESG Covered Call ETF | |||
| APLY | 16.39 | 0.10 | +0.61% |
| YieldMax AAPL Option Income Strategy ETF | |||
| KBWD | 14.94 | 0.06 | +0.40% |
| Invesco KBW High Dividend Yld Fincl ETF | |||
| MEMX | 29.25 | 0.05 | +0.16% |
| Matthews Emerging Markets Ex Chn Act ETF | |||
| HTRB | 33.33 | -0.03 | -0.09% |
| Hartford Total Return Bond ETF | |||