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IOGYX vs UIPMX
IOGYX vs UIPMX Comparison
Open Charts IOGYX vs UIPMX
Invesco Gold & Special Minerals R5
Price$39.10
Change+$0.73 (+1.90%)
VolumeN/A
Net Assets2.83B
Victory Precious Metals & Minerals Instl
Price$31.79
Change+$0.63 (+2.02%)
VolumeN/A
Net Assets796.46M
IOGYX vs UIPMX Comparison Chart
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IOGYX vs. UIPMX commentary
Jun 16, 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 Buy and UIPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.83B vs. UIPMX (796M). 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 : 71.19 vs. IOGYX (61.83). IOGYX return over 5 years is better than : 85.69 vs. UIPMX (75.43).
| IOGYX | UIPMX | IOGYX / UIPMX | |
| Total Expense Ratio | 0.76 | 1.00 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 1.09 | 70% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 52.022 | 64.971 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 796M | 355% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 61.83 | 71.19 | 87% |
| Returns for 3 years | 80.15 | 90.97 | 88% |
| Returns for 5 years | 85.69 | 75.43 | 114% |
| Returns for 10 years | N/A | 195.01 | - |
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