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BIICX vs UGTCX
BIICX vs UGTCX Comparison
Open Charts BIICX vs UGTCX
BlackRock Multi-Asset Income Instl
Price$10.31
Change-$0.06 (-0.58%)
VolumeN/A
Net Assets10.34B
Victory Growth and Tax Strategy C
Price$27.44
Change-$0.16 (-0.58%)
VolumeN/A
Net Assets829.57M
BIICX vs UGTCX Comparison Chart
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BIICX vs. UGTCX commentary
Jun 15, 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: 10.3B vs. UGTCX (830M). BIICX pays higher dividends than UGTCX: BIICX (5.99) vs UGTCX (0.86). 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 : 9.19 vs. UGTCX (3.86).
| 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 | 4.672 | -0.186 | -2,515% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 830M | 1,241% |
| Annual Yield % from dividends | 5.99 | 0.86 | 697% |
| Returns for 1 year | 9.19 | 3.86 | 238% |
| Returns for 3 years | 26.79 | 30.04 | 89% |
| Returns for 5 years | 29.31 | N/A | - |
| Returns for 10 years | 54.05 | N/A | - |
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