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BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.46
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.5B
Victory Growth and Tax Strategy A
Price$28.34
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
BIICX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.5B vs. UGTAX (851M). BIICX pays higher dividends than UGTAX: BIICX (5.89) vs UGTAX (1.54). 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 : 10.64 vs. UGTAX (6.66). UGTAX return over 5 years is better than : 44.96 vs. BIICX (11.82).
| 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 | 6.741 | 2.961 | 228% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 851M | 1,234% |
| Annual Yield % from dividends | 5.89 | 1.54 | 383% |
| Returns for 1 year | 10.64 | 6.66 | 160% |
| Returns for 3 years | 10.17 | 33.92 | 30% |
| Returns for 5 years | 11.82 | 44.96 | 26% |
| Returns for 10 years | 57.77 | N/A | - |