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BIICX vs UGTIX
BIICX vs UGTIX Comparison
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BIICX vs UGTIX Comparison Chart in %
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BIICX vs. UGTIX commentary
Jun 03, 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 StrongBuy and UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.5B vs. UGTIX (932M). 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 (17.00). 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 : 17.67 vs. BIICX (10.56). UGTIX return over 5 years is better than : 39.34 vs. BIICX (22.59).
| 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 | 3.849 | 6.459 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 932M | 1,127% |
| Annual Yield % from dividends | 5.91 | 1.98 | 299% |
| Returns for 1 year | 10.56 | 17.67 | 60% |
| Returns for 3 years | 32.63 | 44.01 | 74% |
| Returns for 5 years | 22.59 | 39.34 | 57% |
| Returns for 10 years | 69.68 | N/A | - |
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