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BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$9.84
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets9.95B
Victory Growth and Tax Strategy A
Price$25.99
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets788.63M
BIICX vs UGTAX Comparison Chart
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BIICX vs. UGTAX commentary
Apr 12, 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 Hold and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 9.95B vs. UGTAX (789M). BIICX pays higher dividends than UGTAX: BIICX (6.00) vs UGTAX (1.54). BIICX was incepted earlier than UGTAX: BIICX (17 years) vs UGTAX (5 years). UGTAX (0.93) is less costly to investors than BIICX (0.68). BIICX is a more actively managed with annual turnover of: 83.00 vs. UGTAX (13.00). 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 : 4.69 vs. UGTAX (2.19).
| BIICX | UGTAX | BIICX / UGTAX | |
| Total Expense Ratio | 0.57 | 0.83 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 0.93 | 73% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -1.477 | -5.754 | 26% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.95B | 789M | 1,261% |
| Annual Yield % from dividends | 6.00 | 1.54 | 390% |
| Returns for 1 year | 4.69 | 2.19 | 214% |
| Returns for 3 years | 9.98 | 12.50 | 80% |
| Returns for 5 years | 11.90 | N/A | - |
| Returns for 10 years | 42.83 | N/A | - |
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