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BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.23B
Victory Growth and Tax Strategy A
Price$27.00
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets814.8M
BIICX vs UGTAX Comparison Chart
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BIICX vs. UGTAX commentary
May 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 Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.2B vs. UGTAX (815M). BIICX pays higher dividends than UGTAX: BIICX (6.05) vs UGTAX (1.55). 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 : 7.49 vs. UGTAX (4.95).
| 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 | 2.481 | -2.392 | -104% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 815M | 1,252% |
| Annual Yield % from dividends | 6.05 | 1.55 | 390% |
| Returns for 1 year | 7.49 | 4.95 | 151% |
| Returns for 3 years | 19.82 | 24.29 | 82% |
| Returns for 5 years | 30.67 | N/A | - |
| Returns for 10 years | 49.56 | N/A | - |
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