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BIICX vs UGTAX
BIICX vs UGTAX Comparison
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BIICX vs UGTAX Comparison Chart in %
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BIICX vs. UGTAX commentary
Sep 12, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.3B vs. UGTAX (914M). BIICX pays higher dividends than UGTAX: BIICX (6.06) vs UGTAX (1.96). BIICX was incepted earlier than UGTAX: BIICX (18 years) vs UGTAX (6 years). UGTAX (0.90) is less costly to investors than BIICX (0.68). BIICX is a more actively managed with annual turnover of: 99.00 vs. UGTAX (16.00). 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 : 7.19 vs. BIICX (5.64). UGTAX return over 5 years is better than : 30.45 vs. BIICX (21.30).
| BIICX | UGTAX | BIICX / UGTAX | |
| Total Expense Ratio | 0.57 | 0.83 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 0.90 | 76% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 4.299 | 4.505 | 95% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 914M | 1,127% |
| Annual Yield % from dividends | 6.06 | 1.96 | 309% |
| Returns for 1 year | 5.64 | 7.19 | 78% |
| Returns for 3 years | 32.24 | 38.18 | 84% |
| Returns for 5 years | 21.30 | 30.45 | 70% |
| Returns for 10 years | 66.75 | N/A | - |
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