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BIICX vs UGTIX
BIICX vs UGTIX Comparison
Open Charts BIICX vs UGTIX
BlackRock Multi-Asset Income Instl
Price$10.62
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets10.64B
Victory Growth and Tax Strategy Ins
Price$29.70
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets880.24M
BIICX vs UGTIX Comparison Chart in %
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BIICX vs. UGTIX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.6B vs. UGTIX (880M). BIICX pays higher dividends than UGTIX: BIICX (5.72) vs UGTIX (1.77). BIICX was incepted earlier than UGTIX: BIICX (18 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). UGTIX (9.53) and BIICX (9.17) have marching annual gain over last year. UGTIX return over 5 years is better than : 46.21 vs. BIICX (29.29).
| BIICX | UGTIX | BIICX / UGTIX | |
| Total Expense Ratio | 0.57 | 0.54 | 106% |
| Annual Report Gross Expense Ratio | 0.68 | 0.55 | 124% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 9.905 | 8.523 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 880M | 1,205% |
| Annual Yield % from dividends | 5.72 | 1.77 | 323% |
| Returns for 1 year | 9.17 | 9.53 | 96% |
| Returns for 3 years | 36.85 | 48.80 | 76% |
| Returns for 5 years | 29.29 | 46.21 | 63% |
| Returns for 10 years | 64.61 | N/A | - |
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