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BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.62
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.63B
Victory Growth and Tax Strategy A
Price$29.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets871.08M
BIICX vs UGTAX Comparison Chart in %
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BIICX vs. UGTAX commentary
Sep 18, 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 (871M). BIICX pays higher dividends than UGTAX: BIICX (5.80) vs UGTAX (1.51). 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). UGTAX (8.86) and BIICX (8.59) have marching annual gain over last year. UGTAX return over 5 years is better than : 45.12 vs. BIICX (29.74).
| 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 | 9.494 | 7.375 | 129% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 871M | 1,217% |
| Annual Yield % from dividends | 5.80 | 1.51 | 385% |
| Returns for 1 year | 8.59 | 8.86 | 97% |
| Returns for 3 years | 31.46 | 40.86 | 77% |
| Returns for 5 years | 29.74 | 45.12 | 66% |
| Returns for 10 years | 65.18 | N/A | - |
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