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OGMIX vs UPMMX
OGMIX vs UPMMX Comparison
Open Charts OGMIX vs UPMMX
Invesco Gold & Special Minerals R6
Price$53.57
Change+$0.48 (+0.90%)
VolumeN/A
Net Assets3.75B
Victory Precious Metals & Minerals Cl A
Price$42.54
Change+$0.47 (+1.12%)
VolumeN/A
Net Assets1.04B
OGMIX vs UPMMX Comparison Chart in %
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OGMIX vs. UPMMX commentary
Nov 20, 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 Hold and UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 3.75B vs. UPMMX (1.04B). OGMIX pays higher dividends than UPMMX: OGMIX (0.60) vs UPMMX (0.00). OGMIX was incepted earlier than UPMMX: OGMIX (13 years) vs UPMMX (15 years). UPMMX (1.40) is less costly to investors than OGMIX (0.66). OGMIX is a more actively managed with annual turnover of: 47.00 vs. UPMMX (1.00). UPMMX has a lower initial minimum investment than OGMIX: UPMMX (2500) vs OGMIX (1000000). UPMMX annual gain was more profitable for investors over the last year : 106.43 vs. OGMIX (89.14). UPMMX (115.12) and OGMIX (112.58) have equivalent 5 years return.
| OGMIX | UPMMX | OGMIX / UPMMX | |
| Total Expense Ratio | 0.66 | 1.34 | 49% |
| Annual Report Gross Expense Ratio | 0.66 | 1.40 | 47% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 106.356 | 126.670 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 1.04B | 360% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | 89.14 | 106.43 | 84% |
| Returns for 3 years | 164.17 | 188.18 | 87% |
| Returns for 5 years | 112.58 | 115.12 | 98% |
| Returns for 10 years | 533.53 | 434.31 | 123% |
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