IOGYX
Price
$36.88
Change
+$0.32 (+0.88%)
Updated
Jul 9 closing price
Net Assets
2.67B
UIPMX
Price
$29.64
Change
+$0.19 (+0.65%)
Updated
Jul 9 closing price
Net Assets
732.85M
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IOGYX vs UIPMX

Header iconIOGYX vs UIPMX Comparison
Open Charts IOGYX vs UIPMXBanner chart's image
Invesco Gold & Special Minerals R5
Price$36.88
Change+$0.32 (+0.88%)
VolumeN/A
Net Assets2.67B
Victory Precious Metals & Minerals Instl
Price$29.64
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets732.85M
IOGYX vs UIPMX Comparison Chart in %
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IOGYX vs. UIPMX commentary
Jul 11, 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 StrongBuy and UIPMX is a Hold.

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FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.67B vs. UIPMX (733M). IOGYX pays higher dividends than UIPMX: IOGYX (0.76) vs UIPMX (0.00). IOGYX was incepted earlier than UIPMX: IOGYX (6 years) vs UIPMX (17 years). UIPMX (1.09) is less costly to investors than IOGYX (0.76). IOGYX is a more actively managed with annual turnover of: 30.00 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 : 47.84 vs. IOGYX (38.15). IOGYX return over 5 years is better than : 46.31 vs. UIPMX (38.06).
IOGYXUIPMXIOGYX / UIPMX
Total Expense Ratio0.761.0076%
Annual Report Gross Expense Ratio0.761.0970%
Fund Existence6 years17 years-
Gain YTD43.39052.82882%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.67B733M365%
Annual Yield % from dividends0.760.00-
Returns for 1 year38.1547.8480%
Returns for 3 years99.2094.73105%
Returns for 5 years46.3138.06122%
Returns for 10 yearsN/A199.50-
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