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IOGYX vs UIPMX
IOGYX vs UIPMX Comparison
Open Charts IOGYX vs UIPMX
Invesco Gold & Special Minerals R5
Price$38.20
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets2.77B
Victory Precious Metals & Minerals Instl
Price$30.64
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets753.39M
IOGYX vs UIPMX Comparison Chart in %
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IOGYX vs. UIPMX commentary
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 2.77B vs. UIPMX (753M). 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 (1.10) is less costly to investors than IOGYX (0.76). IOGYX is a more actively managed with annual turnover of: 47.00 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 : 53.74 vs. IOGYX (48.15). IOGYX return over 5 years is better than : 42.51 vs. UIPMX (33.39).
| IOGYX | UIPMX | IOGYX / UIPMX | |
| Total Expense Ratio | 0.76 | 1.01 | 75% |
| Annual Report Gross Expense Ratio | 0.76 | 1.10 | 69% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 48.523 | 59.004 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 753M | 368% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 48.15 | 53.74 | 90% |
| Returns for 3 years | 110.52 | 120.28 | 92% |
| Returns for 5 years | 42.51 | 33.39 | 127% |
| Returns for 10 years | N/A | 275.05 | - |
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