Interact to see
Advertisement
Advertisement
OGMIX vs SGDIX
OGMIX vs SGDIX Comparison
Open Charts OGMIX vs SGDIX
Invesco Gold & Special Minerals R6
Price$41.89
Change+$0.53 (+1.28%)
VolumeN/A
Net Assets3.01B
Sprott Gold Equity Institutional
Price$83.97
Change+$0.73 (+0.88%)
VolumeN/A
Net Assets1.29B
OGMIX vs SGDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGMIX vs. SGDIX commentary
Aug 18, 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 StrongBuy and SGDIX is a Buy.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 3.01B vs. SGDIX (1.29B). OGMIX pays higher dividends than SGDIX: OGMIX (0.82) 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 (60.28) and OGMIX (57.65) have marching annual gain over last year. OGMIX return over 5 years is better than : 57.13 vs. SGDIX (48.33).
| 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 | 61.364 | 61.078 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 1.29B | 234% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 57.65 | 60.28 | 96% |
| Returns for 3 years | 106.67 | 108.21 | 99% |
| Returns for 5 years | 57.13 | 48.33 | 118% |
| Returns for 10 years | 361.41 | 1764.05 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement