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IOGYX vs UPMMX
IOGYX vs UPMMX Comparison
Open Charts IOGYX vs UPMMX
Invesco Gold & Special Minerals R5
Price$29.71
Change-$1.11 (-3.60%)
VolumeN/A
Net Assets2.24B
Victory Precious Metals & Minerals Cl A
Price$22.63
Change-$0.65 (-2.79%)
VolumeN/A
Net Assets609.03M
IOGYX vs UPMMX Comparison Chart
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IOGYX vs. UPMMX commentary
Feb 22, 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: 2.24B vs. UPMMX (609M). UPMMX pays higher dividends than IOGYX: UPMMX (2.26) vs IOGYX (1.12). IOGYX was incepted earlier than UPMMX: IOGYX (6 years) vs UPMMX (15 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). UPMMX annual gain was more profitable for investors over the last year : 57.63 vs. IOGYX (51.52). IOGYX return over 5 years is better than : 49.82 vs. UPMMX (36.62).
| IOGYX | UPMMX | IOGYX / UPMMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 17.496 | 23.060 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 609M | 368% |
| Annual Yield % from dividends | 1.12 | 2.26 | 50% |
| Returns for 1 year | 51.52 | 57.63 | 89% |
| Returns for 3 years | 15.03 | 19.18 | 78% |
| Returns for 5 years | 49.82 | 36.62 | 136% |
| Returns for 10 years | N/A | 97.28 | - |
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