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EKWDX vs IOGYX
EKWDX vs IOGYX Comparison
Open Charts EKWDX vs IOGYX
Allspring Precious Metals Admin
Price$90.51
Change-$0.90 (-0.98%)
VolumeN/A
Net Assets660M
Invesco Gold & Special Minerals R5
Price$37.57
Change-$0.45 (-1.18%)
VolumeN/A
Net Assets2.76B
EKWDX vs IOGYX Comparison Chart in %
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EKWDX vs. IOGYX commentary
Jun 21, 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 EKWDX is a Buy and IOGYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.76B vs. EKWDX (660M). IOGYX pays higher dividends than EKWDX: IOGYX (0.76) vs EKWDX (0.59). EKWDX was incepted earlier than IOGYX: EKWDX (15 years) vs IOGYX (6 years). EKWDX (1.12) is less costly to investors than IOGYX (0.76). IOGYX is a more actively managed with annual turnover of: 30.00 vs. EKWDX (14.00). EKWDX (1000000) and IOGYX (1000000) have matching initial minimum investment requirements. EKWDX annual gain was more profitable for investors over the last year : 81.25 vs. IOGYX (56.21). EKWDX return over 5 years is better than : 83.99 vs. IOGYX (76.27).
| EKWDX | IOGYX | EKWDX / IOGYX | |
| Total Expense Ratio | 0.95 | 0.76 | 125% |
| Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 61.788 | 47.823 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 2.76B | 24% |
| Annual Yield % from dividends | 0.59 | 0.76 | 77% |
| Returns for 1 year | 81.25 | 56.21 | 145% |
| Returns for 3 years | 107.51 | 72.40 | 148% |
| Returns for 5 years | 83.99 | 76.27 | 110% |
| Returns for 10 years | 217.67 | N/A | - |
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