Interact to see
Advertisement
Advertisement
BKMIX vs UGTCX
BKMIX vs UGTCX Comparison
Open Charts BKMIX vs UGTCX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.54B
Victory Growth and Tax Strategy C
Price$29.89
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets896.25M
BKMIX vs UGTCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. UGTCX commentary
Dec 28, 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 UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. UGTCX (896M). BKMIX pays higher dividends than UGTCX: BKMIX (5.84) vs UGTCX (0.89). 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 : 10.22 vs. UGTCX (8.27). UGTCX return over 5 years is better than : 34.27 vs. BKMIX (24.52).
| 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 | 10.281 | 9.405 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 896M | 1,172% |
| Annual Yield % from dividends | 5.84 | 0.89 | 655% |
| Returns for 1 year | 10.22 | 8.27 | 124% |
| Returns for 3 years | 31.72 | 40.97 | 77% |
| Returns for 5 years | 24.52 | 34.27 | 72% |
| Returns for 10 years | N/A | N/A | - |