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BKMIX vs USBLX
BKMIX vs USBLX Comparison
Open Charts BKMIX vs USBLX
BlackRock Multi-Asset Income Portfolio K
Price$10.09
Change-$0.13 (-1.27%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy
Price$27.89
Change-$0.52 (-1.83%)
VolumeN/A
CapitalizationN/A
BKMIX vs USBLX Comparison Chart
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BKMIX vs. USBLX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. USBLX (864M). 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 : 16.43 vs. BKMIX (9.63). USBLX return over 5 years is better than : 44.51 vs. BKMIX (20.69).
| 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 | 8.275 | 15.793 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 10.7B | 864M | 1,238% |
| Annual Yield % from dividends | 5.89 | 2.12 | 278% |
| Returns for 1 year | 9.63 | 16.43 | 59% |
| Returns for 3 years | 6.51 | 14.86 | 44% |
| Returns for 5 years | 20.69 | 44.51 | 46% |
| Returns for 10 years | N/A | 83.75 | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SMDD | 8.17 | 0.27 | +3.42% |
| ProShares UltraPro Short MidCap400 | |||
| NUBD | 21.97 | N/A | N/A |
| Nuveen ESG US Aggregate Bond ETF | |||
| FMB | 51.22 | -0.13 | -0.25% |
| First Trust Managed Municipal ETF | |||
| PZT | 22.97 | -0.09 | -0.40% |
| Invesco New York AMT-Free Muni Bd ETF | |||
| FCEF | 21.77 | -0.13 | -0.59% |
| First Trust Income Opportunity ETF | |||