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OGMIX vs UPMMX
OGMIX vs UPMMX Comparison
Open Charts OGMIX vs UPMMX
Invesco Gold & Special Minerals R6
Price$54.54
Change+$0.76 (+1.41%)
VolumeN/A
Net Assets3.88B
Victory Precious Metals & Minerals Cl A
Price$42.92
Change+$0.80 (+1.90%)
VolumeN/A
Net Assets1.08B
OGMIX vs UPMMX Comparison Chart in %
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OGMIX vs. UPMMX commentary
Oct 07, 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: 3.88B vs. UPMMX (1.08B). OGMIX pays higher dividends than UPMMX: OGMIX (0.57) 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 (0.69). 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 : 98.21 vs. OGMIX (82.98). OGMIX (104.32) and UPMMX (103.17) have equivalent 5 years return.
| OGMIX | UPMMX | OGMIX / UPMMX | |
| Total Expense Ratio | 0.69 | 1.34 | 51% |
| Annual Report Gross Expense Ratio | 0.69 | 1.40 | 49% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 107.165 | 126.940 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 1.08B | 361% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 82.98 | 98.21 | 84% |
| Returns for 3 years | 200.15 | 220.67 | 91% |
| Returns for 5 years | 104.32 | 103.17 | 101% |
| Returns for 10 years | 440.91 | 334.97 | 132% |
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