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BIICX vs UGTCX
BIICX vs UGTCX Comparison
Open Charts BIICX vs UGTCX
BlackRock Multi-Asset Income Instl
Price$10.08
Change-$0.11 (-1.08%)
VolumeN/A
Net Assets10.36B
Victory Growth and Tax Strategy C
Price$26.42
Change-$0.54 (-2.00%)
VolumeN/A
Net Assets826.74M
BIICX vs UGTCX Comparison Chart
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BIICX vs. UGTCX commentary
Apr 04, 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 Hold and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.4B vs. UGTCX (827M). BIICX pays higher dividends than UGTCX: BIICX (6.00) vs UGTCX (0.88). BIICX was incepted earlier than UGTCX: BIICX (17 years) vs UGTCX (5 years). UGTCX (1.76) is less costly to investors than BIICX (0.68). BIICX is a more actively managed with annual turnover of: 83.00 vs. UGTCX (13.00). 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 : 6.61 vs. UGTCX (5.40).
| BIICX | UGTCX | BIICX / UGTCX | |
| Total Expense Ratio | 0.57 | 1.58 | 36% |
| Annual Report Gross Expense Ratio | 0.68 | 1.76 | 39% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 1.235 | -1.932 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 827M | 1,258% |
| Annual Yield % from dividends | 6.00 | 0.88 | 685% |
| Returns for 1 year | 6.61 | 5.40 | 122% |
| Returns for 3 years | 10.81 | 11.58 | 93% |
| Returns for 5 years | 37.63 | N/A | - |
| Returns for 10 years | 47.41 | N/A | - |
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