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BKMIX vs USBLX
BKMIX vs USBLX Comparison
Open Charts BKMIX vs USBLX
BlackRock Multi-Asset Income Portfolio K
Price$9.81
Change-$0.09 (-0.91%)
VolumeN/A
Net Assets10.05B
Victory Growth and Tax Strategy
Price$26.15
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets784.93M
BKMIX vs USBLX Comparison Chart
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BKMIX vs. USBLX commentary
Apr 11, 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 Hold and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10B vs. USBLX (785M). BKMIX pays higher dividends than USBLX: BKMIX (6.05) vs USBLX (1.83). 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 (13.00). 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 : 4.64 vs. USBLX (2.33). USBLX return over 5 years is better than : 43.51 vs. BKMIX (28.96).
| BKMIX | USBLX | BKMIX / USBLX | |
| Total Expense Ratio | 0.52 | 0.51 | 102% |
| Annual Report Gross Expense Ratio | 0.62 | 0.51 | 122% |
| Fund Existence | 8 years | 36 years | - |
| Gain YTD | -1.367 | -6.149 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 10B | 785M | 1,274% |
| Annual Yield % from dividends | 6.05 | 1.83 | 331% |
| Returns for 1 year | 4.64 | 2.33 | 199% |
| Returns for 3 years | 10.13 | 12.81 | 79% |
| Returns for 5 years | 28.96 | 43.51 | 67% |
| Returns for 10 years | N/A | 68.47 | - |
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