Interact to see
Advertisement
Advertisement
OGMIX vs SGDIX
OGMIX vs SGDIX Comparison
Open Charts OGMIX vs SGDIX
Invesco Gold & Special Minerals R6
Price$54.81
Change+$2.22 (+4.22%)
VolumeN/A
Net Assets3.79B
Sprott Gold Equity Institutional
Price$114.86
Change+$2.56 (+2.28%)
VolumeN/A
Net Assets1.68B
OGMIX vs SGDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGMIX vs. SGDIX commentary
Oct 14, 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 OGMIX is a Buy and SGDIX is a Hold.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 3.8B vs. SGDIX (1.68B). OGMIX pays higher dividends than SGDIX: OGMIX (0.57) vs SGDIX (0.00). OGMIX was incepted earlier than SGDIX: OGMIX (13 years) vs SGDIX (7 years). SGDIX (1.17) is less costly to investors than OGMIX (0.66). OGMIX is a more actively managed with annual turnover of: 47.00 vs. SGDIX (26.00). OGMIX (1000000) and SGDIX (1000000) have matching initial minimum investment requirements. SGDIX annual gain was more profitable for investors over the last year : 92.99 vs. OGMIX (77.74). SGDIX return over 5 years is better than : 92.46 vs. OGMIX (86.42).
| OGMIX | SGDIX | OGMIX / SGDIX | |
| Total Expense Ratio | 0.66 | 1.17 | 56% |
| Annual Report Gross Expense Ratio | 0.66 | 1.17 | 56% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 102.581 | 115.423 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 1.68B | 225% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 77.74 | 92.99 | 84% |
| Returns for 3 years | 214.75 | 226.93 | 95% |
| Returns for 5 years | 86.42 | 92.46 | 93% |
| Returns for 10 years | 419.82 | 2147.50 | 20% |