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BKMIX vs USBLX
BKMIX vs USBLX Comparison
Open Charts BKMIX vs USBLX
BlackRock Multi-Asset Income Portfolio K
Price$10.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.57B
Victory Growth and Tax Strategy
Price$29.77
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets879.25M
BKMIX vs USBLX Comparison Chart in %
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BKMIX vs. USBLX commentary
Oct 18, 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 USBLX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. USBLX (879M). BKMIX pays higher dividends than USBLX: BKMIX (5.77) vs USBLX (1.80). BKMIX was incepted earlier than USBLX: BKMIX (9 years) vs USBLX (37 years). BKMIX (0.62) is less costly to investors than USBLX (0.50). BKMIX is a more actively managed with annual turnover of: 83.00 vs. USBLX (17.00). USBLX has a lower initial minimum investment than BKMIX: USBLX (3000) vs BKMIX (5000000). BKMIX (8.18) and USBLX (8.07) have marching annual gain over last year. USBLX return over 5 years is better than : 45.41 vs. BKMIX (29.48).
| BKMIX | USBLX | BKMIX / USBLX | |
| Total Expense Ratio | 0.52 | 0.50 | 104% |
| Annual Report Gross Expense Ratio | 0.62 | 0.50 | 124% |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 9.849 | 8.580 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 10.6B | 879M | 1,206% |
| Annual Yield % from dividends | 5.77 | 1.80 | 321% |
| Returns for 1 year | 8.18 | 8.07 | 101% |
| Returns for 3 years | 36.80 | 47.47 | 78% |
| Returns for 5 years | 29.48 | 45.41 | 65% |
| Returns for 10 years | N/A | 99.35 | - |
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