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IOGYX vs UIPMX
IOGYX vs UIPMX Comparison
Open Charts IOGYX vs UIPMX
Invesco Gold & Special Minerals R5
Price$36.41
Change+$0.87 (+2.45%)
VolumeN/A
Net Assets2.57B
Victory Precious Metals & Minerals Instl
Price$29.42
Change+$0.79 (+2.76%)
VolumeN/A
Net Assets717.88M
IOGYX vs UIPMX Comparison Chart
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IOGYX vs. UIPMX commentary
May 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 Buy and UIPMX is a Buy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.57B vs. UIPMX (718M). IOGYX pays higher dividends than UIPMX: IOGYX (0.82) 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 : 47.96 vs. IOGYX (40.09). IOGYX return over 5 years is better than : 68.20 vs. UIPMX (50.56).
| 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 | 38.180 | 48.573 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 718M | 358% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 40.09 | 47.96 | 84% |
| Returns for 3 years | 53.98 | 60.12 | 90% |
| Returns for 5 years | 68.20 | 50.56 | 135% |
| Returns for 10 years | N/A | 141.84 | - |
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