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IOGYX vs UPMMX
IOGYX vs UPMMX Comparison
Open Charts IOGYX vs UPMMX
Invesco Gold & Special Minerals R5
Price$34.45
Change-$1.38 (-3.85%)
VolumeN/A
Net Assets2.61B
Victory Precious Metals & Minerals Cl A
Price$27.43
Change-$1.16 (-4.06%)
VolumeN/A
Net Assets773.91M
IOGYX vs UPMMX Comparison Chart
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IOGYX vs. UPMMX commentary
Apr 25, 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 Hold.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.61B vs. UPMMX (774M). 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 : 61.43 vs. IOGYX (48.11). IOGYX return over 5 years is better than : 76.28 vs. UPMMX (57.09).
| 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 | 39.308 | 54.041 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 774M | 337% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 48.11 | 61.43 | 78% |
| Returns for 3 years | 30.23 | 43.17 | 70% |
| Returns for 5 years | 76.28 | 57.09 | 134% |
| Returns for 10 years | N/A | 156.45 | - |
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