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EPGFX vs IOGYX
EPGFX vs IOGYX Comparison
Open Charts EPGFX vs IOGYX
Invesco Gold & Special Minerals R5
Price$36.41
Change+$0.87 (+2.45%)
VolumeN/A
Net Assets2.63B
EPGFX vs IOGYX Comparison Chart
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EPGFX vs. IOGYX commentary
May 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 EPGFX is a Buy and IOGYX is a Buy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.63B vs. EPGFX (307M). EPGFX pays higher dividends than IOGYX: EPGFX (7.64) vs IOGYX (0.82). EPGFX was incepted earlier than IOGYX: EPGFX (12 years) vs IOGYX (6 years). EPGFX (1.37) is less costly to investors than IOGYX (0.76). IOGYX is a more actively managed with annual turnover of: 30.00 vs. EPGFX (26.00). EPGFX has a lower initial minimum investment than IOGYX: EPGFX (2500) vs IOGYX (1000000). IOGYX annual gain was more profitable for investors over the last year : 43.52 vs. EPGFX (32.92). IOGYX return over 5 years is better than : 72.32 vs. EPGFX (38.86).
| EPGFX | IOGYX | EPGFX / IOGYX | |
| Total Expense Ratio | 1.37 | 0.76 | 180% |
| Annual Report Gross Expense Ratio | 1.37 | 0.76 | 180% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 36.985 | 41.563 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 2.63B | 12% |
| Annual Yield % from dividends | 7.64 | 0.82 | 932% |
| Returns for 1 year | 32.92 | 43.52 | 76% |
| Returns for 3 years | 40.77 | 57.74 | 71% |
| Returns for 5 years | 38.86 | 72.32 | 54% |
| Returns for 10 years | 143.16 | N/A | - |
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