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IOGYX vs UIPMX
IOGYX vs UIPMX Comparison
Open Charts IOGYX vs UIPMX
Invesco Gold & Special Minerals R5
Price$32.54
Change-$0.21 (-0.64%)
VolumeN/A
Net Assets2.39B
Victory Precious Metals & Minerals Instl
Price$26.75
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets667.19M
IOGYX vs UIPMX Comparison Chart
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IOGYX vs. UIPMX commentary
Apr 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.39B vs. UIPMX (667M). IOGYX pays higher dividends than UIPMX: IOGYX (0.87) 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 (9.00). IOGYX (1000000) and UIPMX (1000000) have matching initial minimum investment requirements. UIPMX annual gain was more profitable for investors over the last year : 44.60 vs. IOGYX (35.21). IOGYX return over 5 years is better than : 116.39 vs. UIPMX (95.53).
| IOGYX | UIPMX | IOGYX / UIPMX | |
| Total Expense Ratio | 0.76 | 1.00 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 1.09 | 70% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 27.333 | 38.142 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 667M | 359% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 35.21 | 44.60 | 79% |
| Returns for 3 years | 10.79 | 23.01 | 47% |
| Returns for 5 years | 116.39 | 95.53 | 122% |
| Returns for 10 years | N/A | 136.88 | - |
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