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IOGYX vs OCMAX
IOGYX vs OCMAX Comparison
Open Charts IOGYX vs OCMAX
Invesco Gold & Special Minerals R5
Price$54.85
Change+$1.67 (+3.14%)
VolumeN/A
Net Assets3.92B
IOGYX vs OCMAX Comparison Chart in %
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IOGYX vs. OCMAX commentary
Nov 14, 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 IOGYX is a StrongBuy and OCMAX is a Buy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 3.92B vs. OCMAX (175M). OCMAX pays higher dividends than IOGYX: OCMAX (1.09) vs IOGYX (0.57). IOGYX was incepted earlier than OCMAX: IOGYX (6 years) vs OCMAX (16 years). OCMAX (1.88) is less costly to investors than IOGYX (0.73). IOGYX is a more actively managed with annual turnover of: 47.00 vs. OCMAX (6.00). OCMAX has a lower initial minimum investment than IOGYX: OCMAX (1000) vs IOGYX (1000000). OCMAX annual gain was more profitable for investors over the last year : 116.43 vs. IOGYX (103.50). OCMAX return over 5 years is better than : 128.92 vs. IOGYX (108.46).
| IOGYX | OCMAX | IOGYX / OCMAX | |
| Total Expense Ratio | 0.73 | 1.88 | 39% |
| Annual Report Gross Expense Ratio | 0.73 | 1.88 | 39% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 113.258 | 135.484 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 175M | 2,237% |
| Annual Yield % from dividends | 0.57 | 1.09 | 52% |
| Returns for 1 year | 103.50 | 116.43 | 89% |
| Returns for 3 years | 163.30 | 212.78 | 77% |
| Returns for 5 years | 108.46 | 128.92 | 84% |
| Returns for 10 years | N/A | 345.83 | - |
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