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OGMYX vs UPMMX
OGMYX vs UPMMX Comparison
Open Charts OGMYX vs UPMMX
Invesco Gold & Special Minerals Y
Price$37.79
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets2.74B
Victory Precious Metals & Minerals Cl A
Price$29.43
Change+$0.21 (+0.72%)
VolumeN/A
Net Assets761.08M
OGMYX vs UPMMX Comparison Chart in %
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OGMYX vs. UPMMX commentary
Jul 05, 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 OGMYX is a StrongBuy and UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
OGMYX has more cash in the bank: 2.74B vs. UPMMX (761M). OGMYX pays higher dividends than UPMMX: OGMYX (0.70) vs UPMMX (0.00). OGMYX was incepted earlier than UPMMX: OGMYX (15 years) vs UPMMX (15 years). UPMMX (1.41) is less costly to investors than OGMYX (0.86). OGMYX is a more actively managed with annual turnover of: 30.00 vs. UPMMX (1.00). OGMYX has a lower initial minimum investment than UPMMX: OGMYX (1000) vs UPMMX (2500). UPMMX annual gain was more profitable for investors over the last year : 57.13 vs. OGMYX (48.32). OGMYX return over 5 years is better than : 58.10 vs. UPMMX (49.53).
| OGMYX | UPMMX | OGMYX / UPMMX | |
| Total Expense Ratio | 0.86 | 1.34 | 64% |
| Annual Report Gross Expense Ratio | 0.86 | 1.41 | 61% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 46.986 | 58.567 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 761M | 360% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 48.32 | 57.13 | 85% |
| Returns for 3 years | 89.53 | 93.13 | 96% |
| Returns for 5 years | 58.10 | 49.53 | 117% |
| Returns for 10 years | 255.67 | 180.91 | 141% |
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