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IOGYX vs OGMIX
IOGYX vs OGMIX Comparison
Open Charts IOGYX vs OGMIX
Invesco Gold & Special Minerals R5
Price$36.41
Change+$0.87 (+2.45%)
VolumeN/A
Net Assets2.63B
Invesco Gold & Special Minerals R6
Price$36.76
Change+$0.88 (+2.45%)
VolumeN/A
Net Assets2.63B
IOGYX vs OGMIX Comparison Chart
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IOGYX vs. OGMIX 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 IOGYX is a Buy and OGMIX is a Buy.
FUNDAMENTALS
Fundamentals
IOGYX (2.63B) and OGMIX (2.63B) have equal amount of cash in the bank . OGMIX pays higher dividends than IOGYX: OGMIX (0.87) vs IOGYX (0.82). IOGYX was incepted earlier than OGMIX: IOGYX (6 years) vs OGMIX (13 years). IOGYX (0.76) is less costly to investors than OGMIX (0.69). IOGYX (30.00) and OGMIX (30.00) have comparable annual turnover. IOGYX (1000000) and OGMIX (1000000) have matching initial minimum investment requirements. OGMIX (43.58) and IOGYX (43.52) have marching annual gain over last year. OGMIX (72.83) and IOGYX (72.32) have equivalent 5 years return.
| IOGYX | OGMIX | IOGYX / OGMIX | |
| Total Expense Ratio | 0.76 | 0.69 | 110% |
| Annual Report Gross Expense Ratio | 0.76 | 0.69 | 110% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 41.563 | 41.602 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 2.63B | 100% |
| Annual Yield % from dividends | 0.82 | 0.87 | 95% |
| Returns for 1 year | 43.52 | 43.58 | 100% |
| Returns for 3 years | 57.74 | 58.05 | 99% |
| Returns for 5 years | 72.32 | 72.83 | 99% |
| Returns for 10 years | N/A | 213.20 | - |
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