Interact to see
Advertisement
Advertisement
BIICX vs UGTIX
BIICX vs UGTIX Comparison
Open Charts BIICX vs UGTIX
BIICX vs UGTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIICX vs. UGTIX commentary
Jun 24, 2026
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: 10.5B vs. UGTIX (927M). BIICX pays higher dividends than UGTIX: BIICX (5.91) vs UGTIX (1.98). BIICX was incepted earlier than UGTIX: BIICX (18 years) vs UGTIX (6 years). BIICX (0.68) is less costly to investors than UGTIX (0.55). BIICX is a more actively managed with annual turnover of: 99.00 vs. UGTIX (16.00). UGTIX has a lower initial minimum investment than BIICX: UGTIX (1000000) vs BIICX (2000000). UGTIX annual gain was more profitable for investors over the last year : 16.10 vs. BIICX (9.31). UGTIX return over 5 years is better than : 37.74 vs. BIICX (21.57).
| 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 | 6 years | - |
| Gain YTD | 3.072 | 6.171 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 927M | 1,133% |
| Annual Yield % from dividends | 5.91 | 1.98 | 299% |
| Returns for 1 year | 9.31 | 16.10 | 58% |
| Returns for 3 years | 31.91 | 41.95 | 76% |
| Returns for 5 years | 21.57 | 37.74 | 57% |
| Returns for 10 years | 70.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement