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IOGYX vs UIPMX
IOGYX vs UIPMX Comparison
Open Charts IOGYX vs UIPMX
Invesco Gold & Special Minerals R5
Price$51.69
Change+$0.98 (+1.93%)
VolumeN/A
Net Assets3.7B
Victory Precious Metals & Minerals Instl
Price$42.18
Change+$0.83 (+2.01%)
VolumeN/A
Net Assets1.03B
IOGYX vs UIPMX Comparison Chart in %
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IOGYX vs. UIPMX commentary
Sep 29, 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 Hold and UIPMX is a Hold.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 3.7B vs. UIPMX (1.03B). IOGYX pays higher dividends than UIPMX: IOGYX (0.64) 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 : 82.36 vs. IOGYX (71.22). IOGYX (100.99) and UIPMX (97.65) have equivalent 5 years return.
| 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 | 100.972 | 118.889 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.03B | 358% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 71.22 | 82.36 | 86% |
| Returns for 3 years | 222.05 | 244.29 | 91% |
| Returns for 5 years | 100.99 | 97.65 | 103% |
| Returns for 10 years | N/A | 424.01 | - |
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