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BKMIX vs UGTIX
BKMIX vs UGTIX Comparison
Open Charts BKMIX vs UGTIX
BlackRock Multi-Asset Income Portfolio K
Price$10.68
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets10.66B
Victory Growth and Tax Strategy Ins
Price$30.32
Change+$0.56 (+1.88%)
VolumeN/A
Net Assets892.81M
BKMIX vs UGTIX Comparison Chart in %
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BKMIX vs. UGTIX commentary
Feb 04, 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 UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. UGTIX (893M). BKMIX pays higher dividends than UGTIX: BKMIX (5.87) vs UGTIX (1.91). BKMIX was incepted earlier than UGTIX: BKMIX (9 years) vs UGTIX (6 years). BKMIX (0.62) is less costly to investors than UGTIX (0.55). BKMIX is a more actively managed with annual turnover of: 99.00 vs. UGTIX (17.00). UGTIX has a lower initial minimum investment than BKMIX: UGTIX (1000000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 10.45 vs. UGTIX (9.88). UGTIX return over 5 years is better than : 38.41 vs. BKMIX (24.18).
| BKMIX | UGTIX | BKMIX / UGTIX | |
| Total Expense Ratio | 0.52 | 0.54 | 96% |
| Annual Report Gross Expense Ratio | 0.62 | 0.55 | 113% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 1.613 | 0.865 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 893M | 1,198% |
| Annual Yield % from dividends | 5.87 | 1.91 | 307% |
| Returns for 1 year | 10.45 | 9.88 | 106% |
| Returns for 3 years | 27.40 | 38.23 | 72% |
| Returns for 5 years | 24.18 | 38.41 | 63% |
| Returns for 10 years | N/A | N/A | - |
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