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BKMIX vs UGTAX
BKMIX vs UGTAX Comparison
Open Charts BKMIX vs UGTAX
BlackRock Multi-Asset Income Portfolio K
Price$10.64
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets10.61B
Victory Growth and Tax Strategy A
Price$29.83
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets879.25M
BKMIX vs UGTAX Comparison Chart in %
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BKMIX vs. UGTAX commentary
Oct 21, 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 StrongBuy and UGTAX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. UGTAX (879M). BKMIX pays higher dividends than UGTAX: BKMIX (5.77) vs UGTAX (1.51). BKMIX was incepted earlier than UGTAX: BKMIX (9 years) vs UGTAX (5 years). UGTAX (0.91) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 83.00 vs. UGTAX (17.00). UGTAX has a lower initial minimum investment than BKMIX: UGTAX (2500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.18 vs. UGTAX (7.73). UGTAX return over 5 years is better than : 43.19 vs. BKMIX (29.48).
| BKMIX | UGTAX | BKMIX / UGTAX | |
| Total Expense Ratio | 0.52 | 0.83 | 63% |
| Annual Report Gross Expense Ratio | 0.62 | 0.91 | 68% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 9.849 | 8.287 | 119% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 879M | 1,206% |
| Annual Yield % from dividends | 5.77 | 1.51 | 381% |
| Returns for 1 year | 8.18 | 7.73 | 106% |
| Returns for 3 years | 36.80 | 46.03 | 80% |
| Returns for 5 years | 29.48 | 43.19 | 68% |
| Returns for 10 years | N/A | N/A | - |
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