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BKMIX vs USBLX
BKMIX vs USBLX Comparison
Open Charts BKMIX vs USBLX
BlackRock Multi-Asset Income Portfolio K
Price$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.23B
Victory Growth and Tax Strategy
Price$27.09
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets814.8M
BKMIX vs USBLX Comparison Chart
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BKMIX vs. USBLX commentary
May 12, 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.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.2B vs. USBLX (815M). BKMIX pays higher dividends than USBLX: BKMIX (6.10) vs USBLX (1.85). 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 : 7.54 vs. USBLX (5.28). USBLX return over 5 years is better than : 46.84 vs. BKMIX (30.98).
| 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 | 2.599 | -2.290 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 10.2B | 815M | 1,252% |
| Annual Yield % from dividends | 6.10 | 1.85 | 330% |
| Returns for 1 year | 7.54 | 5.28 | 143% |
| Returns for 3 years | 20.00 | 25.47 | 79% |
| Returns for 5 years | 30.98 | 46.84 | 66% |
| Returns for 10 years | N/A | 76.51 | - |
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