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IOGYX vs UPMMX
IOGYX vs UPMMX Comparison
Open Charts IOGYX vs UPMMX
Invesco Gold & Special Minerals R5
Price$67.70
Change+$15.49 (+29.67%)
VolumeN/A
Net Assets4.62B
Victory Precious Metals & Minerals Cl A
Price$53.96
Change+$12.57 (+30.37%)
VolumeN/A
Net Assets1.29B
IOGYX vs UPMMX Comparison Chart in %
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IOGYX vs. UPMMX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 4.62B vs. UPMMX (1.29B). IOGYX pays higher dividends than UPMMX: IOGYX (0.56) vs UPMMX (0.11). IOGYX was incepted earlier than UPMMX: IOGYX (7 years) vs UPMMX (16 years). UPMMX (1.40) is less costly to investors than IOGYX (0.73). 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 annual gain was more profitable for investors over the last year : 149.78 vs. IOGYX (136.78). UPMMX return over 5 years is better than : 188.76 vs. IOGYX (178.08).
| IOGYX | UPMMX | IOGYX / UPMMX | |
| Total Expense Ratio | 0.73 | 1.34 | 54% |
| Annual Report Gross Expense Ratio | 0.73 | 1.40 | 52% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 14.300 | 13.984 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 1.29B | 359% |
| Annual Yield % from dividends | 0.56 | 0.11 | 505% |
| Returns for 1 year | 136.78 | 149.78 | 91% |
| Returns for 3 years | 196.78 | 221.93 | 89% |
| Returns for 5 years | 178.08 | 188.76 | 94% |
| Returns for 10 years | N/A | 477.97 | - |
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