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BIICX vs UGTIX
BIICX vs UGTIX Comparison
Open Charts BIICX vs UGTIX
BlackRock Multi-Asset Income Instl
Price$10.48
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.49B
Victory Growth and Tax Strategy Ins
Price$28.45
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets849.3M
BIICX vs UGTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.5B vs. UGTIX (849M). BIICX pays higher dividends than UGTIX: BIICX (5.89) vs UGTIX (1.79). BIICX was incepted earlier than UGTIX: BIICX (17 years) vs UGTIX (5 years). BIICX (0.68) is less costly to investors than UGTIX (0.55). BIICX is a more actively managed with annual turnover of: 83.00 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 : 10.19 vs. UGTIX (8.07). UGTIX return over 5 years is better than : 44.01 vs. BIICX (28.67).
| BIICX | UGTIX | BIICX / UGTIX | |
| Total Expense Ratio | 0.57 | 0.54 | 106% |
| Annual Report Gross Expense Ratio | 0.68 | 0.55 | 124% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 6.945 | 3.264 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 849M | 1,237% |
| Annual Yield % from dividends | 5.89 | 1.79 | 330% |
| Returns for 1 year | 10.19 | 8.07 | 126% |
| Returns for 3 years | 27.02 | 32.49 | 83% |
| Returns for 5 years | 28.67 | 44.01 | 65% |
| Returns for 10 years | 58.36 | N/A | - |
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