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BKMIX vs UGTAX
BKMIX vs UGTAX Comparison
Open Charts BKMIX vs UGTAX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets10.54B
Victory Growth and Tax Strategy A
Price$29.96
Change-$0.23 (-0.76%)
VolumeN/A
Net Assets885.79M
BKMIX vs UGTAX Comparison Chart in %
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BKMIX vs. UGTAX commentary
Nov 14, 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: 10.5B vs. UGTAX (886M). BKMIX pays higher dividends than UGTAX: BKMIX (5.79) vs UGTAX (1.48). 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 : 9.44 vs. UGTAX (8.69). UGTAX return over 5 years is better than : 42.97 vs. BKMIX (27.25).
| 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 | 10.281 | 10.185 | 101% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 886M | 1,185% |
| Annual Yield % from dividends | 5.79 | 1.48 | 391% |
| Returns for 1 year | 9.44 | 8.69 | 109% |
| Returns for 3 years | 32.85 | 44.09 | 75% |
| Returns for 5 years | 27.25 | 42.97 | 63% |
| Returns for 10 years | N/A | N/A | - |
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