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IOGYX vs UIPMX
IOGYX vs UIPMX Comparison
Open Charts IOGYX vs UIPMX
Invesco Gold & Special Minerals R5
Price$57.40
Change+$1.60 (+2.87%)
VolumeN/A
Net Assets4.07B
Victory Precious Metals & Minerals Instl
Price$47.72
Change+$1.48 (+3.20%)
VolumeN/A
Net Assets1.13B
IOGYX vs UIPMX Comparison Chart in %
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IOGYX vs. UIPMX commentary
Oct 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 Hold and UIPMX is a Hold.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 4.07B vs. UIPMX (1.13B). IOGYX pays higher dividends than UIPMX: IOGYX (0.54) 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 (0.73). 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 : 102.72 vs. IOGYX (86.92). UIPMX (108.39) and IOGYX (103.65) have equivalent 5 years return.
| IOGYX | UIPMX | IOGYX / UIPMX | |
| Total Expense Ratio | 0.73 | 1.01 | 72% |
| Annual Report Gross Expense Ratio | 0.73 | 1.10 | 66% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 116.952 | 139.958 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 1.13B | 360% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 86.92 | 102.72 | 85% |
| Returns for 3 years | 228.78 | 257.99 | 89% |
| Returns for 5 years | 103.65 | 108.39 | 96% |
| Returns for 10 years | N/A | 394.41 | - |
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