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BKMIX vs USBLX
BKMIX vs USBLX Comparison
Open Charts BKMIX vs USBLX
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.54B
Victory Growth and Tax Strategy
Price$30.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets896.02M
BKMIX vs USBLX Comparison Chart in %
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BKMIX vs. USBLX 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 USBLX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. USBLX (896M). BKMIX pays higher dividends than USBLX: BKMIX (5.84) vs USBLX (1.76). 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: 99.00 vs. USBLX (17.00). USBLX has a lower initial minimum investment than BKMIX: USBLX (3000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 10.22 vs. USBLX (9.15). USBLX return over 5 years is better than : 41.23 vs. BKMIX (24.52).
| 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 | 10.281 | 10.331 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 10.5B | 896M | 1,172% |
| Annual Yield % from dividends | 5.84 | 1.76 | 332% |
| Returns for 1 year | 10.22 | 9.15 | 112% |
| Returns for 3 years | 31.72 | 45.22 | 70% |
| Returns for 5 years | 24.52 | 41.23 | 59% |
| Returns for 10 years | N/A | 99.42 | - |
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