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IOGYX vs UIPMX
IOGYX vs UIPMX Comparison
Open Charts IOGYX vs UIPMX
Invesco Gold & Special Minerals R5
Price$48.43
Change-$0.76 (-1.55%)
VolumeN/A
Net Assets3.58B
Victory Precious Metals & Minerals Instl
Price$39.50
Change-$0.53 (-1.32%)
VolumeN/A
Net Assets978.23M
IOGYX vs UIPMX Comparison Chart in %
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IOGYX vs. UIPMX commentary
Sep 17, 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 UIPMX is a Buy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 3.59B vs. UIPMX (978M). IOGYX pays higher dividends than UIPMX: IOGYX (0.64) vs UIPMX (0.00). IOGYX was incepted earlier than UIPMX: IOGYX (6 years) vs UIPMX (17 years). UIPMX (1.10) is less costly to investors than IOGYX (0.76). IOGYX is a more actively managed with annual turnover of: 47.00 vs. UIPMX (1.00). IOGYX (1000000) and UIPMX (1000000) have matching initial minimum investment requirements. UIPMX annual gain was more profitable for investors over the last year : 80.89 vs. IOGYX (72.26). IOGYX (71.25) and UIPMX (70.66) have equivalent 5 years return.
| IOGYX | UIPMX | IOGYX / UIPMX | |
| Total Expense Ratio | 0.76 | 1.01 | 75% |
| Annual Report Gross Expense Ratio | 0.76 | 1.10 | 69% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 91.252 | 107.732 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 978M | 367% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 72.26 | 80.89 | 89% |
| Returns for 3 years | 175.96 | 201.59 | 87% |
| Returns for 5 years | 71.25 | 70.66 | 101% |
| Returns for 10 years | N/A | 357.87 | - |
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