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EKWAX vs IOGYX
EKWAX vs IOGYX Comparison
Open Charts EKWAX vs IOGYX
Allspring Precious Metals A
Price$89.28
Change+$1.19 (+1.35%)
VolumeN/A
Net Assets658.79M
Invesco Gold & Special Minerals R5
Price$37.13
Change+$0.25 (+0.68%)
VolumeN/A
Net Assets2.67B
EKWAX vs IOGYX Comparison Chart in %
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EKWAX vs. IOGYX commentary
Jul 12, 2025
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 EKWAX is a Buy and IOGYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.67B vs. EKWAX (659M). IOGYX pays higher dividends than EKWAX: IOGYX (0.76) vs EKWAX (0.53). EKWAX was incepted earlier than IOGYX: EKWAX (27 years) vs IOGYX (6 years). EKWAX (1.19) is less costly to investors than IOGYX (0.76). IOGYX is a more actively managed with annual turnover of: 30.00 vs. EKWAX (14.00). EKWAX has a lower initial minimum investment than IOGYX: EKWAX (1000) vs IOGYX (1000000). EKWAX annual gain was more profitable for investors over the last year : 55.55 vs. IOGYX (38.15). EKWAX return over 5 years is better than : 61.82 vs. IOGYX (46.31).
| EKWAX | IOGYX | EKWAX / IOGYX | |
| Total Expense Ratio | 1.09 | 0.76 | 143% |
| Annual Report Gross Expense Ratio | 1.19 | 0.76 | 157% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 57.613 | 43.390 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 2.67B | 25% |
| Annual Yield % from dividends | 0.53 | 0.76 | 69% |
| Returns for 1 year | 55.55 | 38.15 | 146% |
| Returns for 3 years | 137.55 | 99.20 | 139% |
| Returns for 5 years | 61.82 | 46.31 | 133% |
| Returns for 10 years | 250.94 | N/A | - |
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