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BKMIX vs UGTIX
BKMIX vs UGTIX Comparison
Open Charts BKMIX vs UGTIX
BlackRock Multi-Asset Income Portfolio K
Price$10.63
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.59B
Victory Growth and Tax Strategy Ins
Price$30.22
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets893.01M
BKMIX vs UGTIX Comparison Chart in %
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BKMIX vs. UGTIX commentary
Dec 05, 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 UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. UGTIX (893M). BKMIX pays higher dividends than UGTIX: BKMIX (5.84) vs UGTIX (1.73). 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 annual gain was more profitable for investors over the last year : 8.39 vs. UGTIX (7.42). UGTIX return over 5 years is better than : 41.75 vs. BKMIX (25.33).
| 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 | 10.697 | 10.275 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 893M | 1,187% |
| Annual Yield % from dividends | 5.84 | 1.73 | 338% |
| Returns for 1 year | 8.39 | 7.42 | 113% |
| Returns for 3 years | 29.51 | 40.81 | 72% |
| Returns for 5 years | 25.33 | 41.75 | 61% |
| Returns for 10 years | N/A | N/A | - |
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