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OGMIX vs SGDIX
OGMIX vs SGDIX Comparison
Open Charts OGMIX vs SGDIX
Invesco Gold & Special Minerals R6
Price$38.57
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets2.77B
Sprott Gold Equity Institutional
Price$78.35
Change-$0.61 (-0.77%)
VolumeN/A
Net Assets1.21B
OGMIX vs SGDIX Comparison Chart in %
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OGMIX vs. SGDIX 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 OGMIX is a Buy and SGDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 2.77B vs. SGDIX (1.21B). OGMIX pays higher dividends than SGDIX: OGMIX (0.80) vs SGDIX (0.00). OGMIX was incepted earlier than SGDIX: OGMIX (13 years) vs SGDIX (6 years). SGDIX (1.17) is less costly to investors than OGMIX (0.69). OGMIX is a more actively managed with annual turnover of: 47.00 vs. SGDIX (26.00). OGMIX (1000000) and SGDIX (1000000) have matching initial minimum investment requirements. SGDIX annual gain was more profitable for investors over the last year : 55.58 vs. OGMIX (48.25). OGMIX return over 5 years is better than : 42.92 vs. SGDIX (35.37).
| OGMIX | SGDIX | OGMIX / SGDIX | |
| Total Expense Ratio | 0.69 | 1.17 | 59% |
| Annual Report Gross Expense Ratio | 0.69 | 1.17 | 59% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 48.575 | 50.297 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 1.21B | 230% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 48.25 | 55.58 | 87% |
| Returns for 3 years | 110.93 | 110.17 | 101% |
| Returns for 5 years | 42.92 | 35.37 | 121% |
| Returns for 10 years | 353.47 | 1758.69 | 20% |
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