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BIICX vs UGTCX
BIICX vs UGTCX Comparison
Open Charts BIICX vs UGTCX
BlackRock Multi-Asset Income Instl
Price$10.46
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.5B
Victory Growth and Tax Strategy C
Price$28.09
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
BIICX vs UGTCX Comparison Chart in %
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BIICX vs. UGTCX commentary
Jul 06, 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 (851M). 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 (1.76) 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 : 10.64 vs. UGTCX (5.83). UGTCX return over 5 years is better than : 39.59 vs. BIICX (11.82).
| 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 | 6.741 | 2.516 | 268% |
| 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 | 851M | 1,234% |
| Annual Yield % from dividends | 5.89 | 0.91 | 650% |
| Returns for 1 year | 10.64 | 5.83 | 183% |
| Returns for 3 years | 10.17 | 30.92 | 33% |
| Returns for 5 years | 11.82 | 39.59 | 30% |
| Returns for 10 years | 57.77 | N/A | - |
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