IOGYX
Price
$67.70
Change
+$15.49 (+29.67%)
Updated
Feb 3 closing price
Net Assets
4.62B
OCMAX
Price
$38.73
Change
+$7.93 (+25.75%)
Updated
Feb 3 closing price
Net Assets
227.09M
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IOGYX vs OCMAX

Header iconIOGYX vs OCMAX Comparison
Open Charts IOGYX vs OCMAXBanner chart's image
Invesco Gold & Special Minerals R5
Price$67.70
Change+$15.49 (+29.67%)
VolumeN/A
Net Assets4.62B
OCM Gold Atlas
Price$38.73
Change+$7.93 (+25.75%)
VolumeN/A
Net Assets227.09M
IOGYX vs OCMAX Comparison Chart in %
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IOGYX vs. OCMAX commentary
Feb 04, 2026

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 Buy and OCMAX is a Buy.

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FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 4.62B vs. OCMAX (227M). OCMAX pays higher dividends than IOGYX: OCMAX (5.13) vs IOGYX (0.56). IOGYX was incepted earlier than OCMAX: IOGYX (7 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 : 159.36 vs. IOGYX (136.78). OCMAX return over 5 years is better than : 201.18 vs. IOGYX (178.08).
IOGYXOCMAXIOGYX / OCMAX
Total Expense Ratio0.731.8839%
Annual Report Gross Expense Ratio0.731.8839%
Fund Existence7 years16 years-
Gain YTD14.30012.228117%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.62B227M2,034%
Annual Yield % from dividends0.565.1311%
Returns for 1 year136.78159.3686%
Returns for 3 years196.78276.5571%
Returns for 5 years178.08201.1889%
Returns for 10 yearsN/A369.39-
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