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BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.35B
Victory Growth and Tax Strategy A
Price$27.76
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets831.44M
BIICX vs UGTAX Comparison Chart
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BIICX vs. UGTAX commentary
Jun 07, 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: 10.4B vs. UGTAX (831M). BIICX pays higher dividends than UGTAX: BIICX (5.99) vs UGTAX (1.51). 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 (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 : 8.87 vs. UGTAX (5.50).
| 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 | 4.571 | -0.150 | -3,038% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 831M | 1,252% |
| Annual Yield % from dividends | 5.99 | 1.51 | 397% |
| Returns for 1 year | 8.87 | 5.50 | 161% |
| Returns for 3 years | 20.34 | 23.22 | 88% |
| Returns for 5 years | 27.34 | N/A | - |
| Returns for 10 years | 54.03 | N/A | - |
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