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IOGYX vs UPMMX
IOGYX vs UPMMX Comparison
Open Charts IOGYX vs UPMMX
Invesco Gold & Special Minerals R5
Price$27.19
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets1.94B
Victory Precious Metals & Minerals Cl A
Price$19.71
Change+$0.16 (+0.82%)
VolumeN/A
Net Assets517.41M
IOGYX vs UPMMX Comparison Chart
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IOGYX vs. UPMMX commentary
Jan 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 StrongSell and UPMMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 1.94B vs. UPMMX (517M). UPMMX pays higher dividends than IOGYX: UPMMX (2.26) vs IOGYX (1.12). IOGYX was incepted earlier than UPMMX: IOGYX (6 years) vs UPMMX (14 years). IOGYX is a more actively managed with annual turnover of: 30.00 vs. UPMMX (4.00). UPMMX has a lower initial minimum investment than IOGYX: UPMMX (2500) vs IOGYX (1000000). IOGYX annual gain was more profitable for investors over the last year : 28.03 vs. UPMMX (25.16). IOGYX return over 5 years is better than : 46.23 vs. UPMMX (26.32).
| IOGYX | UPMMX | IOGYX / UPMMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 5.638 | 5.334 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 517M | 376% |
| Annual Yield % from dividends | 1.12 | 2.26 | 50% |
| Returns for 1 year | 28.03 | 25.16 | 111% |
| Returns for 3 years | 9.65 | 12.73 | 76% |
| Returns for 5 years | 46.23 | 26.32 | 176% |
| Returns for 10 years | N/A | 60.58 | - |
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