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OGMIX vs UPMMX
OGMIX vs UPMMX Comparison
Open Charts OGMIX vs UPMMX
Invesco Gold & Special Minerals R6
Price$49.27
Change-$0.17 (-0.34%)
VolumeN/A
Net Assets3.5B
Victory Precious Metals & Minerals Cl A
Price$38.28
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets962.68M
OGMIX vs UPMMX Comparison Chart in %
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OGMIX vs. UPMMX commentary
Sep 15, 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 UPMMX is a Buy.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 3.5B vs. UPMMX (963M). OGMIX pays higher dividends than UPMMX: OGMIX (0.68) 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 : 82.81 vs. OGMIX (76.49). OGMIX return over 5 years is better than : 77.58 vs. UPMMX (70.63).
| 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 | 89.792 | 106.250 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 963M | 364% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | 76.49 | 82.81 | 92% |
| Returns for 3 years | 163.46 | 189.09 | 86% |
| Returns for 5 years | 77.58 | 70.63 | 110% |
| Returns for 10 years | 494.36 | 379.92 | 130% |
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