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BIICX vs UGTCX
BIICX vs UGTCX Comparison
Open Charts BIICX vs UGTCX
BlackRock Multi-Asset Income Instl
Price$10.48
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.49B
Victory Growth and Tax Strategy C
Price$28.13
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets847.11M
BIICX vs UGTCX Comparison Chart in %
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BIICX vs. UGTCX commentary
Jul 27, 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 UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.5B vs. UGTCX (847M). BIICX pays higher dividends than UGTCX: BIICX (5.89) vs UGTCX (0.91). BIICX was incepted earlier than UGTCX: BIICX (17 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than BIICX (0.68). BIICX is a more actively managed with annual turnover of: 83.00 vs. UGTCX (17.00). UGTCX has a lower initial minimum investment than BIICX: UGTCX (2500) vs BIICX (2000000). BIICX annual gain was more profitable for investors over the last year : 10.19 vs. UGTCX (6.71). UGTCX return over 5 years is better than : 36.43 vs. BIICX (28.67).
| BIICX | UGTCX | BIICX / UGTCX | |
| Total Expense Ratio | 0.57 | 1.58 | 36% |
| Annual Report Gross Expense Ratio | 0.68 | 1.72 | 40% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 6.945 | 2.407 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 847M | 1,240% |
| Annual Yield % from dividends | 5.89 | 0.91 | 650% |
| Returns for 1 year | 10.19 | 6.71 | 152% |
| Returns for 3 years | 27.02 | 28.13 | 96% |
| Returns for 5 years | 28.67 | 36.43 | 79% |
| Returns for 10 years | 58.36 | N/A | - |
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