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BIICX vs UGTIX
BIICX vs UGTIX Comparison
Open Charts BIICX vs UGTIX
BlackRock Multi-Asset Income Instl
Price$10.46
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.48B
Victory Growth and Tax Strategy Ins
Price$28.62
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets850.82M
BIICX vs UGTIX Comparison Chart in %
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BIICX vs. UGTIX commentary
Aug 07, 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 UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.5B vs. UGTIX (851M). 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 : 10.28 vs. UGTIX (8.99). UGTIX return over 5 years is better than : 40.51 vs. BIICX (27.44).
| 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 | 7.247 | 3.482 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 851M | 1,234% |
| Annual Yield % from dividends | 5.91 | 1.77 | 333% |
| Returns for 1 year | 10.28 | 8.99 | 114% |
| Returns for 3 years | 24.68 | 28.83 | 86% |
| Returns for 5 years | 27.44 | 40.51 | 68% |
| Returns for 10 years | 58.27 | N/A | - |
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