Interact to see
Advertisement
Advertisement
BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.31
Change-$0.06 (-0.58%)
VolumeN/A
Net Assets10.34B
Victory Growth and Tax Strategy A
Price$27.71
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets829.57M
BIICX vs UGTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.3B vs. UGTAX (830M). BIICX pays higher dividends than UGTAX: BIICX (5.99) vs UGTAX (1.51). BIICX was incepted earlier than UGTAX: BIICX (17 years) vs UGTAX (5 years). UGTAX (0.93) is less costly to investors than BIICX (0.68). BIICX is a more actively managed with annual turnover of: 83.00 vs. UGTAX (17.00). UGTAX has a lower initial minimum investment than BIICX: UGTAX (2500) vs BIICX (2000000). BIICX annual gain was more profitable for investors over the last year : 9.19 vs. UGTAX (4.66).
| BIICX | UGTAX | BIICX / UGTAX | |
| Total Expense Ratio | 0.57 | 0.83 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 0.93 | 73% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 4.672 | 0.175 | 2,671% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 830M | 1,241% |
| Annual Yield % from dividends | 5.99 | 1.51 | 397% |
| Returns for 1 year | 9.19 | 4.66 | 197% |
| Returns for 3 years | 26.79 | 32.95 | 81% |
| Returns for 5 years | 29.31 | N/A | - |
| Returns for 10 years | 54.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement