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IOGYX vs UNWPX
IOGYX vs UNWPX Comparison
Open Charts IOGYX vs UNWPX
Invesco Gold & Special Minerals R5
Price$32.11
Change+$2.60 (+8.81%)
VolumeN/A
Net Assets2.15B
US Global Investors World Prec Mnral
Price$1.72
Change+$0.11 (+6.83%)
VolumeN/A
Net Assets39.22M
IOGYX vs UNWPX Comparison Chart
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IOGYX vs. UNWPX commentary
Apr 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 UNWPX is a Hold.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.15B vs. UNWPX (39.2M). IOGYX pays higher dividends than UNWPX: IOGYX (0.87) vs UNWPX (0.00). IOGYX was incepted earlier than UNWPX: IOGYX (6 years) vs UNWPX (39 years). UNWPX (1.74) is less costly to investors than IOGYX (0.76). IOGYX is a more actively managed with annual turnover of: 30.00 vs. UNWPX (21.00). UNWPX has a lower initial minimum investment than IOGYX: UNWPX (5000) vs IOGYX (1000000). IOGYX annual gain was more profitable for investors over the last year : 18.35 vs. UNWPX (11.69). IOGYX return over 5 years is better than : 68.00 vs. UNWPX (24.37).
| IOGYX | UNWPX | IOGYX / UNWPX | |
| Total Expense Ratio | 0.76 | 1.47 | 52% |
| Annual Report Gross Expense Ratio | 0.76 | 1.74 | 44% |
| Fund Existence | 6 years | 39 years | - |
| Gain YTD | 14.736 | 16.216 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 39.2M | 5,495% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 18.35 | 11.69 | 157% |
| Returns for 3 years | 1.33 | -33.07 | -4% |
| Returns for 5 years | 68.00 | 24.37 | 279% |
| Returns for 10 years | N/A | 21.24 | - |
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