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BIICX vs UGTAX
BIICX vs UGTAX Comparison
Open Charts BIICX vs UGTAX
BlackRock Multi-Asset Income Instl
Price$10.59
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets10.57B
Victory Growth and Tax Strategy A
Price$29.40
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets873.56M
BIICX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.6B vs. UGTAX (874M). BIICX pays higher dividends than UGTAX: BIICX (5.80) vs UGTAX (1.51). 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 (7.87) and UGTAX (7.68) have marching annual gain over last year. UGTAX return over 5 years is better than : 45.42 vs. BIICX (30.97).
| 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 | 9.082 | 7.302 | 124% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 874M | 1,213% |
| Annual Yield % from dividends | 5.80 | 1.51 | 385% |
| Returns for 1 year | 7.87 | 7.68 | 103% |
| Returns for 3 years | 36.77 | 46.75 | 79% |
| Returns for 5 years | 30.97 | 45.42 | 68% |
| Returns for 10 years | 68.49 | N/A | - |
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