IOGYX
Price
$37.82
Change
+$0.20 (+0.53%)
Updated
Jul 3 closing price
Net Assets
2.74B
UIPMX
Price
$30.60
Change
+$0.23 (+0.76%)
Updated
Jul 3 closing price
Net Assets
761.08M
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IOGYX vs UIPMX

Header iconIOGYX vs UIPMX Comparison
Open Charts IOGYX vs UIPMXBanner chart's image
Invesco Gold & Special Minerals R5
Price$37.82
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets2.74B
Victory Precious Metals & Minerals Instl
Price$30.60
Change+$0.23 (+0.76%)
VolumeN/A
Net Assets761.08M
IOGYX vs UIPMX Comparison Chart in %
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IOGYX vs. UIPMX 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 IOGYX is a StrongBuy and UIPMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.74B vs. UIPMX (761M). IOGYX pays higher dividends than UIPMX: IOGYX (0.76) vs UIPMX (0.00). IOGYX was incepted earlier than UIPMX: IOGYX (6 years) vs UIPMX (17 years). UIPMX (1.09) is less costly to investors than IOGYX (0.76). IOGYX is a more actively managed with annual turnover of: 30.00 vs. UIPMX (1.00). IOGYX (1000000) and UIPMX (1000000) have matching initial minimum investment requirements. UIPMX annual gain was more profitable for investors over the last year : 57.65 vs. IOGYX (48.44). IOGYX return over 5 years is better than : 58.86 vs. UIPMX (52.01).
IOGYXUIPMXIOGYX / UIPMX
Total Expense Ratio0.761.0076%
Annual Report Gross Expense Ratio0.761.0970%
Fund Existence6 years17 years-
Gain YTD47.04558.79680%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.74B761M360%
Annual Yield % from dividends0.760.00-
Returns for 1 year48.4457.6584%
Returns for 3 years90.0495.1295%
Returns for 5 years58.8652.01113%
Returns for 10 yearsN/A191.47-
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