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BKMIX vs USBLX
BKMIX vs USBLX Comparison
Open Charts BKMIX vs USBLX
BlackRock Multi-Asset Income Portfolio K
Price$10.47
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.5B
Victory Growth and Tax Strategy
Price$28.41
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets847.12M
BKMIX vs USBLX Comparison Chart in %
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BKMIX vs. USBLX commentary
Jul 26, 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: 10.5B vs. USBLX (847M). BKMIX pays higher dividends than USBLX: BKMIX (5.95) vs USBLX (1.82). BKMIX was incepted earlier than USBLX: BKMIX (8 years) vs USBLX (37 years). BKMIX (0.62) is less costly to investors than USBLX (0.50). 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 : 10.36 vs. USBLX (7.56). USBLX return over 5 years is better than : 43.68 vs. BKMIX (29.09).
| BKMIX | USBLX | BKMIX / USBLX | |
| Total Expense Ratio | 0.52 | 0.50 | 104% |
| Annual Report Gross Expense Ratio | 0.62 | 0.50 | 124% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 7.078 | 2.988 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 10.5B | 847M | 1,240% |
| Annual Yield % from dividends | 5.95 | 1.82 | 326% |
| Returns for 1 year | 10.36 | 7.56 | 137% |
| Returns for 3 years | 26.95 | 31.73 | 85% |
| Returns for 5 years | 29.09 | 43.68 | 67% |
| Returns for 10 years | N/A | 87.87 | - |
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