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BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.62
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets10.64B
Victory Growth and Tax Strategy A
Price$29.63
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets880.24M
BIICX vs UGTAX Comparison Chart in %
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BIICX vs. UGTAX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.6B vs. UGTAX (880M). BIICX pays higher dividends than UGTAX: BIICX (5.72) vs UGTAX (1.51). BIICX was incepted earlier than UGTAX: BIICX (18 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). UGTAX (9.21) and BIICX (9.17) have marching annual gain over last year. UGTAX return over 5 years is better than : 44.13 vs. BIICX (29.29).
| BIICX | UGTAX | BIICX / UGTAX | |
| Total Expense Ratio | 0.57 | 0.83 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 0.91 | 75% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 9.905 | 8.324 | 119% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 880M | 1,205% |
| Annual Yield % from dividends | 5.72 | 1.51 | 378% |
| Returns for 1 year | 9.17 | 9.21 | 99% |
| Returns for 3 years | 36.85 | 47.59 | 77% |
| Returns for 5 years | 29.29 | 44.13 | 66% |
| Returns for 10 years | 64.61 | N/A | - |
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