Interact to see
Advertisement
Advertisement
OGMIX vs SGDIX
OGMIX vs SGDIX Comparison
Open Charts OGMIX vs SGDIX
Invesco Gold & Special Minerals R6
Price$54.54
Change-$3.43 (-5.92%)
VolumeN/A
Net Assets4.19B
Sprott Gold Equity Institutional
Price$117.27
Change-$6.57 (-5.31%)
VolumeN/A
Net Assets1.85B
OGMIX vs SGDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGMIX vs. SGDIX commentary
Oct 19, 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 Hold and SGDIX is a Hold.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 4.19B vs. SGDIX (1.85B). OGMIX pays higher dividends than SGDIX: OGMIX (0.57) vs SGDIX (0.00). OGMIX was incepted earlier than SGDIX: OGMIX (13 years) vs SGDIX (7 years). SGDIX (1.17) is less costly to investors than OGMIX (0.66). 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 : 96.93 vs. OGMIX (79.64). SGDIX return over 5 years is better than : 105.70 vs. OGMIX (97.68).
| OGMIX | SGDIX | OGMIX / SGDIX | |
| Total Expense Ratio | 0.66 | 1.17 | 56% |
| Annual Report Gross Expense Ratio | 0.66 | 1.17 | 56% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 110.092 | 124.957 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.19B | 1.85B | 226% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 79.64 | 96.93 | 82% |
| Returns for 3 years | 216.17 | 234.29 | 92% |
| Returns for 5 years | 97.68 | 105.70 | 92% |
| Returns for 10 years | 445.36 | 2279.12 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers