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BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.50
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets10.46B
Victory Growth and Tax Strategy A
Price$29.75
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets878.68M
BIICX vs UGTAX Comparison Chart in %
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BIICX vs. UGTAX commentary
Nov 20, 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: 10.5B vs. UGTAX (879M). BIICX pays higher dividends than UGTAX: BIICX (5.74) vs UGTAX (1.48). 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: 99.00 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 : 8.67 vs. UGTAX (7.35). UGTAX return over 5 years is better than : 40.48 vs. BIICX (25.41).
| 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 | 9.189 | 8.360 | 110% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 879M | 1,195% |
| Annual Yield % from dividends | 5.74 | 1.48 | 387% |
| Returns for 1 year | 8.67 | 7.35 | 118% |
| Returns for 3 years | 30.97 | 40.31 | 77% |
| Returns for 5 years | 25.41 | 40.48 | 63% |
| Returns for 10 years | 63.67 | N/A | - |
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