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BKMIX vs UGTIX
BKMIX vs UGTIX Comparison
Open Charts BKMIX vs UGTIX
BlackRock Multi-Asset Income Portfolio K
Price$10.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.57B
Victory Growth and Tax Strategy Ins
Price$29.74
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets879.25M
BKMIX vs UGTIX Comparison Chart in %
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BKMIX vs. UGTIX commentary
Oct 19, 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 Hold and UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. UGTIX (879M). BKMIX pays higher dividends than UGTIX: BKMIX (5.77) vs UGTIX (1.77). BKMIX was incepted earlier than UGTIX: BKMIX (9 years) vs UGTIX (5 years). BKMIX (0.62) is less costly to investors than UGTIX (0.55). BKMIX is a more actively managed with annual turnover of: 83.00 vs. UGTIX (17.00). UGTIX has a lower initial minimum investment than BKMIX: UGTIX (1000000) vs BKMIX (5000000). BKMIX (8.18) and UGTIX (8.05) have marching annual gain over last year. UGTIX return over 5 years is better than : 45.31 vs. BKMIX (29.48).
| 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 | 5 years | - |
| Gain YTD | 9.849 | 8.523 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 879M | 1,206% |
| Annual Yield % from dividends | 5.77 | 1.77 | 326% |
| Returns for 1 year | 8.18 | 8.05 | 102% |
| Returns for 3 years | 36.80 | 47.28 | 78% |
| Returns for 5 years | 29.48 | 45.31 | 65% |
| Returns for 10 years | N/A | N/A | - |
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