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OGMIX vs USERX
OGMIX vs USERX Comparison
Open Charts OGMIX vs USERX
Invesco Gold & Special Minerals R6
Price$53.09
Change+$0.16 (+0.30%)
VolumeN/A
Net Assets3.74B
US Global Investors Gld & Prec Mtls
Price$25.40
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets225.68M
OGMIX vs USERX Comparison Chart in %
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OGMIX vs. USERX commentary
Nov 19, 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 USERX is a Hold.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 3.74B vs. USERX (226M). USERX pays higher dividends than OGMIX: USERX (0.69) vs OGMIX (0.60). OGMIX was incepted earlier than USERX: OGMIX (13 years) vs USERX (51 years). USERX (1.73) is less costly to investors than OGMIX (0.66). USERX is a more actively managed with annual turnover of: 58.00 vs. OGMIX (47.00). USERX has a lower initial minimum investment than OGMIX: USERX (5000) vs OGMIX (1000000). USERX annual gain was more profitable for investors over the last year : 108.17 vs. OGMIX (92.35). USERX (116.62) and OGMIX (111.51) have equivalent 5 years return.
| OGMIX | USERX | OGMIX / USERX | |
| Total Expense Ratio | 0.66 | 1.73 | 38% |
| Annual Report Gross Expense Ratio | 0.66 | 1.73 | 38% |
| Fund Existence | 13 years | 51 years | - |
| Gain YTD | 104.507 | 123.199 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 226M | 1,654% |
| Annual Yield % from dividends | 0.60 | 0.69 | 88% |
| Returns for 1 year | 92.35 | 108.17 | 85% |
| Returns for 3 years | 161.81 | 178.31 | 91% |
| Returns for 5 years | 111.51 | 116.62 | 96% |
| Returns for 10 years | 527.86 | 484.35 | 109% |
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