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BIICX vs UGTIX
BIICX vs UGTIX Comparison
Open Charts BIICX vs UGTIX
BlackRock Multi-Asset Income Instl
Price$10.54
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.51B
Victory Growth and Tax Strategy Ins
Price$28.82
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets855.16M
BIICX vs UGTIX Comparison Chart in %
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BIICX vs. UGTIX commentary
Aug 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 Hold and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.5B vs. UGTIX (855M). BIICX pays higher dividends than UGTIX: BIICX (5.91) vs UGTIX (1.77). BIICX was incepted earlier than UGTIX: BIICX (17 years) vs UGTIX (5 years). BIICX (0.68) is less costly to investors than UGTIX (0.55). BIICX is a more actively managed with annual turnover of: 83.00 vs. UGTIX (17.00). UGTIX has a lower initial minimum investment than BIICX: UGTIX (1000000) vs BIICX (2000000). BIICX annual gain was more profitable for investors over the last year : 8.33 vs. UGTIX (6.47). UGTIX return over 5 years is better than : 39.69 vs. BIICX (28.06).
| BIICX | UGTIX | BIICX / UGTIX | |
| Total Expense Ratio | 0.57 | 0.54 | 106% |
| Annual Report Gross Expense Ratio | 0.68 | 0.55 | 124% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 8.067 | 4.353 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 855M | 1,228% |
| Annual Yield % from dividends | 5.91 | 1.77 | 333% |
| Returns for 1 year | 8.33 | 6.47 | 129% |
| Returns for 3 years | 26.90 | 32.67 | 82% |
| Returns for 5 years | 28.06 | 39.69 | 71% |
| Returns for 10 years | 62.74 | N/A | - |
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