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BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.29
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets10.58B
Victory Growth and Tax Strategy A
Price$28.17
Change-$0.23 (-0.81%)
VolumeN/A
Net Assets862.81M
BIICX vs UGTAX Comparison Chart
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BIICX vs. UGTAX commentary
Feb 23, 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 StrongBuy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.6B vs. UGTAX (863M). BIICX pays higher dividends than UGTAX: BIICX (5.83) vs UGTAX (1.84). BIICX was incepted earlier than UGTAX: BIICX (17 years) vs UGTAX (5 years). BIICX is a more actively managed with annual turnover of: 56.00 vs. UGTAX (15.00). UGTAX has a lower initial minimum investment than BIICX: UGTAX (2500) vs BIICX (2000000). UGTAX annual gain was more profitable for investors over the last year : 11.17 vs. BIICX (9.73).
| BIICX | UGTAX | BIICX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 2.335 | 1.477 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 863M | 1,228% |
| Annual Yield % from dividends | 5.83 | 1.84 | 317% |
| Returns for 1 year | 9.73 | 11.17 | 87% |
| Returns for 3 years | 12.59 | 18.74 | 67% |
| Returns for 5 years | 20.24 | N/A | - |
| Returns for 10 years | 49.53 | N/A | - |
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