Interact to see
Advertisement
Advertisement
BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BIICX vs UGTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIICX vs. UGTAX commentary
Jul 14, 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: 10.5B vs. UGTAX (934M). BIICX pays higher dividends than UGTAX: BIICX (5.95) 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 : 14.23 vs. BIICX (9.29). UGTAX return over 5 years is better than : 34.30 vs. BIICX (22.23).
| 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 | 4.391 | 6.764 | 65% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 934M | 1,124% |
| Annual Yield % from dividends | 5.95 | 1.96 | 304% |
| Returns for 1 year | 9.29 | 14.23 | 65% |
| Returns for 3 years | 30.98 | 39.12 | 79% |
| Returns for 5 years | 22.23 | 34.30 | 65% |
| Returns for 10 years | 68.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JDPRX | 16.98 | 0.03 | +0.18% |
| Janus Henderson Mid Cap Value R | |||
| NWGSX | 24.03 | N/A | N/A |
| Nationwide Renaissance Sm Cp Gr InstlSvc | |||
| SCGVX | 22.63 | N/A | N/A |
| Sands Capital Global Growth Inv | |||
| ESERX | 27.26 | N/A | N/A |
| Eaton Vance Atlanta Capital Sel Eq R6 | |||
| HFQDX | 7.96 | -0.02 | -0.25% |
| Janus Henderson Global Equity Income D | |||