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BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.47
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.48B
Victory Growth and Tax Strategy A
Price$28.64
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets856.21M
BIICX vs UGTAX Comparison Chart in %
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BIICX vs. UGTAX commentary
Aug 10, 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 BIICX is a Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.5B vs. UGTAX (856M). BIICX pays higher dividends than UGTAX: BIICX (5.91) vs UGTAX (1.53). BIICX was incepted earlier than UGTAX: BIICX (17 years) vs UGTAX (5 years). UGTAX (0.91) is less costly to investors than BIICX (0.68). BIICX is a more actively managed with annual turnover of: 83.00 vs. UGTAX (17.00). UGTAX has a lower initial minimum investment than BIICX: UGTAX (2500) vs BIICX (2000000). BIICX annual gain was more profitable for investors over the last year : 9.95 vs. UGTAX (9.05). UGTAX return over 5 years is better than : 39.49 vs. BIICX (27.57).
| BIICX | UGTAX | BIICX / UGTAX | |
| Total Expense Ratio | 0.57 | 0.83 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 0.91 | 75% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 7.349 | 4.051 | 181% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 856M | 1,227% |
| Annual Yield % from dividends | 5.91 | 1.53 | 387% |
| Returns for 1 year | 9.95 | 9.05 | 110% |
| Returns for 3 years | 24.68 | 28.99 | 85% |
| Returns for 5 years | 27.57 | 39.49 | 70% |
| Returns for 10 years | 58.42 | N/A | - |
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