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BKMIX vs UGTCX
BKMIX vs UGTCX Comparison
Open Charts BKMIX vs UGTCX
BlackRock Multi-Asset Income Portfolio K
Price$10.68
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets10.66B
Victory Growth and Tax Strategy C
Price$29.96
Change+$0.53 (+1.80%)
VolumeN/A
Net Assets896.44M
BKMIX vs UGTCX Comparison Chart in %
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BKMIX vs. UGTCX commentary
Feb 05, 2026
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 UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. UGTCX (896M). BKMIX pays higher dividends than UGTCX: BKMIX (5.87) vs UGTCX (1.06). BKMIX was incepted earlier than UGTCX: BKMIX (9 years) vs UGTCX (6 years). UGTCX (1.72) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. UGTCX (17.00). UGTCX has a lower initial minimum investment than BKMIX: UGTCX (2500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 10.45 vs. UGTCX (8.75). UGTCX return over 5 years is better than : 31.45 vs. BKMIX (24.18).
| BKMIX | UGTCX | BKMIX / UGTCX | |
| Total Expense Ratio | 0.52 | 1.58 | 33% |
| Annual Report Gross Expense Ratio | 0.62 | 1.72 | 36% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 1.613 | 0.808 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 896M | 1,194% |
| Annual Yield % from dividends | 5.87 | 1.06 | 553% |
| Returns for 1 year | 10.45 | 8.75 | 119% |
| Returns for 3 years | 27.40 | 34.03 | 81% |
| Returns for 5 years | 24.18 | 31.45 | 77% |
| Returns for 10 years | N/A | N/A | - |
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