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BIICX vs UGTIX
BIICX vs UGTIX Comparison
Open Charts BIICX vs UGTIX
BlackRock Multi-Asset Income Instl
Price$10.29
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets10.37B
Victory Growth and Tax Strategy Ins
Price$27.70
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets832.36M
BIICX vs UGTIX Comparison Chart
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BIICX vs. UGTIX commentary
Jun 06, 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: 10.4B vs. UGTIX (832M). BIICX pays higher dividends than UGTIX: BIICX (5.99) vs UGTIX (1.76). 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 (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 : 8.97 vs. UGTIX (6.11).
| 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 | 4.672 | 0.084 | 5,573% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 832M | 1,250% |
| Annual Yield % from dividends | 5.99 | 1.76 | 340% |
| Returns for 1 year | 8.97 | 6.11 | 147% |
| Returns for 3 years | 20.69 | 24.89 | 83% |
| Returns for 5 years | 27.46 | N/A | - |
| Returns for 10 years | 53.91 | N/A | - |
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