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IOGYX vs UPMMX
IOGYX vs UPMMX Comparison
Open Charts IOGYX vs UPMMX
Invesco Gold & Special Minerals R5
Price$32.75
Change-$0.07 (-0.21%)
VolumeN/A
Net Assets2.4B
Victory Precious Metals & Minerals Cl A
Price$25.62
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets669.07M
IOGYX vs UPMMX Comparison Chart
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IOGYX vs. UPMMX commentary
Apr 04, 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 UPMMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.4B vs. UPMMX (669M). IOGYX pays higher dividends than UPMMX: IOGYX (0.87) vs UPMMX (0.00). IOGYX was incepted earlier than UPMMX: IOGYX (6 years) vs UPMMX (15 years). UPMMX (1.41) is less costly to investors than IOGYX (0.76). IOGYX is a more actively managed with annual turnover of: 30.00 vs. UPMMX (9.00). UPMMX has a lower initial minimum investment than IOGYX: UPMMX (2500) vs IOGYX (1000000). UPMMX annual gain was more profitable for investors over the last year : 47.73 vs. IOGYX (38.21). IOGYX return over 5 years is better than : 116.85 vs. UPMMX (93.09).
| IOGYX | UPMMX | IOGYX / UPMMX | |
| Total Expense Ratio | 0.76 | 1.34 | 57% |
| Annual Report Gross Expense Ratio | 0.76 | 1.41 | 54% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 27.605 | 38.578 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4B | 669M | 359% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 38.21 | 47.73 | 80% |
| Returns for 3 years | 10.96 | 21.99 | 50% |
| Returns for 5 years | 116.85 | 93.09 | 126% |
| Returns for 10 years | N/A | 136.45 | - |
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