Interact to see
Advertisement
Advertisement
BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.41
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.43B
Victory Growth and Tax Strategy A
Price$28.07
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets841.84M
BIICX vs UGTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIICX vs. UGTAX commentary
Jul 19, 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 (842M). BIICX pays higher dividends than UGTAX: BIICX (5.89) vs UGTAX (1.54). BIICX was incepted earlier than UGTAX: BIICX (17 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). BIICX annual gain was more profitable for investors over the last year : 8.39 vs. UGTAX (4.94). UGTAX return over 5 years is better than : 40.81 vs. BIICX (28.41).
| BIICX | UGTAX | BIICX / UGTAX | |
| Total Expense Ratio | 0.57 | 0.83 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 0.91 | 75% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 6.129 | 2.126 | 288% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 842M | 1,235% |
| Annual Yield % from dividends | 5.89 | 1.54 | 383% |
| Returns for 1 year | 8.39 | 4.94 | 170% |
| Returns for 3 years | 28.13 | 31.89 | 88% |
| Returns for 5 years | 28.41 | 40.81 | 70% |
| Returns for 10 years | 55.73 | N/A | - |