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BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.49
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.49B
Victory Growth and Tax Strategy A
Price$28.72
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets858.13M
BIICX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.5B vs. UGTAX (858M). BIICX pays higher dividends than UGTAX: BIICX (5.91) vs UGTAX (1.53). BIICX was incepted earlier than UGTAX: BIICX (17 years) vs UGTAX (5 years). UGTAX (0.91) 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 : 8.76 vs. UGTAX (6.94). UGTAX return over 5 years is better than : 39.69 vs. BIICX (27.81).
| BIICX | UGTAX | BIICX / UGTAX | |
| Total Expense Ratio | 0.57 | 0.83 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 0.91 | 75% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 7.554 | 4.342 | 174% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 858M | 1,224% |
| Annual Yield % from dividends | 5.91 | 1.53 | 387% |
| Returns for 1 year | 8.76 | 6.94 | 126% |
| Returns for 3 years | 24.54 | 28.80 | 85% |
| Returns for 5 years | 27.81 | 39.69 | 70% |
| Returns for 10 years | 61.82 | N/A | - |
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