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IOGYX vs OCMGX
IOGYX vs OCMGX Comparison
Open Charts IOGYX vs OCMGX
Invesco Gold & Special Minerals R5
Price$67.70
Change+$15.49 (+29.67%)
VolumeN/A
Net Assets4.62B
OCM Gold Investor
Price$33.37
Change+$6.65 (+24.89%)
VolumeN/A
Net Assets227.09M
IOGYX vs OCMGX Comparison Chart in %
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IOGYX vs. OCMGX commentary
Feb 05, 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 OCMGX is a Buy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 4.62B vs. OCMGX (227M). OCMGX pays higher dividends than IOGYX: OCMGX (5.62) vs IOGYX (0.56). IOGYX was incepted earlier than OCMGX: IOGYX (7 years) vs OCMGX (38 years). OCMGX (2.38) is less costly to investors than IOGYX (0.73). IOGYX is a more actively managed with annual turnover of: 47.00 vs. OCMGX (6.00). OCMGX has a lower initial minimum investment than IOGYX: OCMGX (1000) vs IOGYX (1000000). OCMGX annual gain was more profitable for investors over the last year : 158.14 vs. IOGYX (136.78). OCMGX return over 5 years is better than : 192.43 vs. IOGYX (178.08).
| IOGYX | OCMGX | IOGYX / OCMGX | |
| Total Expense Ratio | 0.73 | 2.38 | 31% |
| Annual Report Gross Expense Ratio | 0.73 | 2.38 | 31% |
| Fund Existence | 7 years | 38 years | - |
| Gain YTD | 14.300 | 12.206 | 117% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 227M | 2,034% |
| Annual Yield % from dividends | 0.56 | 5.62 | 10% |
| Returns for 1 year | 136.78 | 158.14 | 86% |
| Returns for 3 years | 196.78 | 270.26 | 73% |
| Returns for 5 years | 178.08 | 192.43 | 93% |
| Returns for 10 years | N/A | 319.21 | - |
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