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IOGYX vs UPMMX
IOGYX vs UPMMX Comparison
Open Charts IOGYX vs UPMMX
Invesco Gold & Special Minerals R5
Price$45.51
Change-$0.46 (-1.00%)
VolumeN/A
Net Assets3.39B
Victory Precious Metals & Minerals Cl A
Price$36.44
Change+$0.97 (+2.73%)
VolumeN/A
Net Assets927.63M
IOGYX vs UPMMX Comparison Chart in %
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IOGYX vs. UPMMX commentary
Sep 08, 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 UPMMX is a Buy.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 3.39B vs. UPMMX (928M). IOGYX pays higher dividends than UPMMX: IOGYX (0.64) vs UPMMX (0.00). IOGYX was incepted earlier than UPMMX: IOGYX (6 years) vs UPMMX (15 years). UPMMX (1.40) is less costly to investors than IOGYX (0.76). IOGYX is a more actively managed with annual turnover of: 47.00 vs. UPMMX (1.00). UPMMX has a lower initial minimum investment than IOGYX: UPMMX (2500) vs IOGYX (1000000). UPMMX (81.66) and IOGYX (78.61) have marching annual gain over last year. IOGYX return over 5 years is better than : 71.12 vs. UPMMX (64.55).
| IOGYX | UPMMX | IOGYX / UPMMX | |
| Total Expense Ratio | 0.76 | 1.34 | 57% |
| Annual Report Gross Expense Ratio | 0.76 | 1.40 | 54% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 81.260 | 96.336 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 928M | 365% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 78.61 | 81.66 | 96% |
| Returns for 3 years | 166.62 | 186.52 | 89% |
| Returns for 5 years | 71.12 | 64.55 | 110% |
| Returns for 10 years | N/A | 343.37 | - |
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