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BIICX vs UGTIX
BIICX vs UGTIX Comparison
Open Charts BIICX vs UGTIX
BlackRock Multi-Asset Income Instl
Price$10.08
Change-$0.11 (-1.08%)
VolumeN/A
Net Assets10.36B
Victory Growth and Tax Strategy Ins
Price$26.70
Change-$0.54 (-1.98%)
VolumeN/A
Net Assets826.74M
BIICX vs UGTIX Comparison Chart
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BIICX vs. UGTIX commentary
Apr 04, 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: 10.4B vs. UGTIX (827M). BIICX pays higher dividends than UGTIX: BIICX (6.00) vs UGTIX (1.80). BIICX was incepted earlier than UGTIX: BIICX (17 years) vs UGTIX (5 years). BIICX (0.68) is less costly to investors than UGTIX (0.54). BIICX is a more actively managed with annual turnover of: 83.00 vs. UGTIX (13.00). UGTIX has a lower initial minimum investment than BIICX: UGTIX (1000000) vs BIICX (2000000). BIICX (6.61) and UGTIX (6.47) have marching annual gain over last year.
| BIICX | UGTIX | BIICX / UGTIX | |
| Total Expense Ratio | 0.57 | 0.54 | 106% |
| Annual Report Gross Expense Ratio | 0.68 | 0.54 | 126% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 1.235 | -1.685 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 827M | 1,258% |
| Annual Yield % from dividends | 6.00 | 1.80 | 334% |
| Returns for 1 year | 6.61 | 6.47 | 102% |
| Returns for 3 years | 10.81 | 15.08 | 72% |
| Returns for 5 years | 37.63 | N/A | - |
| Returns for 10 years | 47.41 | N/A | - |
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