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BIICX vs UGTIX
BIICX vs UGTIX Comparison
Open Charts BIICX vs UGTIX
BlackRock Multi-Asset Income Instl
Price$10.69
Change+$0.11 (+1.04%)
VolumeN/A
Net Assets10.66B
Victory Growth and Tax Strategy Ins
Price$30.32
Change+$0.56 (+1.88%)
VolumeN/A
Net Assets892.81M
BIICX vs UGTIX Comparison Chart in %
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BIICX vs. UGTIX commentary
Feb 04, 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: 10.7B vs. UGTIX (893M). BIICX pays higher dividends than UGTIX: BIICX (5.83) vs UGTIX (1.91). BIICX was incepted earlier than UGTIX: BIICX (18 years) vs UGTIX (6 years). BIICX (0.68) is less costly to investors than UGTIX (0.55). BIICX is a more actively managed with annual turnover of: 99.00 vs. UGTIX (17.00). UGTIX has a lower initial minimum investment than BIICX: UGTIX (1000000) vs BIICX (2000000). BIICX annual gain was more profitable for investors over the last year : 10.39 vs. UGTIX (9.88). UGTIX return over 5 years is better than : 38.41 vs. BIICX (23.89).
| BIICX | UGTIX | BIICX / UGTIX | |
| Total Expense Ratio | 0.57 | 0.54 | 106% |
| Annual Report Gross Expense Ratio | 0.68 | 0.55 | 124% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 1.608 | 0.865 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 893M | 1,198% |
| Annual Yield % from dividends | 5.83 | 1.91 | 305% |
| Returns for 1 year | 10.39 | 9.88 | 105% |
| Returns for 3 years | 27.21 | 38.23 | 71% |
| Returns for 5 years | 23.89 | 38.41 | 62% |
| Returns for 10 years | 75.24 | N/A | - |
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