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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
Jul 25, 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 (925M). BIICX pays higher dividends than UGTIX: BIICX (5.95) vs UGTIX (2.19). BIICX was incepted earlier than UGTIX: BIICX (18 years) vs UGTIX (6 years). BIICX (0.68) is less costly to investors than UGTIX (0.56). 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 : 13.44 vs. BIICX (7.24). UGTIX return over 5 years is better than : 34.28 vs. BIICX (21.08).
| BIICX | UGTIX | BIICX / UGTIX | |
| Total Expense Ratio | 0.57 | 0.56 | 102% |
| Annual Report Gross Expense Ratio | 0.68 | 0.56 | 121% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 3.318 | 5.901 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 925M | 1,135% |
| Annual Yield % from dividends | 5.95 | 2.19 | 271% |
| Returns for 1 year | 7.24 | 13.44 | 54% |
| Returns for 3 years | 29.24 | 37.81 | 77% |
| Returns for 5 years | 21.08 | 34.28 | 61% |
| Returns for 10 years | 65.99 | N/A | - |
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