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EPGIX vs IOGYX
EPGIX vs IOGYX Comparison
Open Charts EPGIX vs IOGYX
Invesco Gold & Special Minerals R5
Price$37.82
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets2.74B
EPGIX vs IOGYX Comparison Chart in %
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EPGIX vs. IOGYX commentary
Jul 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 EPGIX is a Buy and IOGYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.74B vs. EPGIX (332M). EPGIX pays higher dividends than IOGYX: EPGIX (7.20) vs IOGYX (0.76). EPGIX was incepted earlier than IOGYX: EPGIX (7 years) vs IOGYX (6 years). EPGIX (1.12) is less costly to investors than IOGYX (0.76). IOGYX is a more actively managed with annual turnover of: 30.00 vs. EPGIX (26.00). EPGIX has a lower initial minimum investment than IOGYX: EPGIX (5000) vs IOGYX (1000000). IOGYX (48.44) and EPGIX (47.14) have marching annual gain over last year. IOGYX return over 5 years is better than : 58.86 vs. EPGIX (36.15).
| EPGIX | IOGYX | EPGIX / IOGYX | |
| Total Expense Ratio | 1.12 | 0.76 | 147% |
| Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 49.517 | 47.045 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 2.74B | 12% |
| Annual Yield % from dividends | 7.20 | 0.76 | 946% |
| Returns for 1 year | 47.14 | 48.44 | 97% |
| Returns for 3 years | 72.61 | 90.04 | 81% |
| Returns for 5 years | 36.15 | 58.86 | 61% |
| Returns for 10 years | N/A | N/A | - |
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