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OGMIX vs SGDIX
OGMIX vs SGDIX Comparison
Open Charts OGMIX vs SGDIX
Invesco Gold & Special Minerals R6
Price$39.48
Change+$0.74 (+1.91%)
VolumeN/A
Net Assets2.83B
Sprott Gold Equity Institutional
Price$81.23
Change+$1.11 (+1.39%)
VolumeN/A
Net Assets1.26B
OGMIX vs SGDIX Comparison Chart
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OGMIX vs. SGDIX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 2.83B vs. SGDIX (1.26B). OGMIX pays higher dividends than SGDIX: OGMIX (0.81) 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: 30.00 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 : 68.53 vs. OGMIX (61.97). OGMIX return over 5 years is better than : 86.26 vs. SGDIX (79.28).
| 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 | 52.080 | 55.822 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 1.26B | 225% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 61.97 | 68.53 | 90% |
| Returns for 3 years | 80.56 | 88.21 | 91% |
| Returns for 5 years | 86.26 | 79.28 | 109% |
| Returns for 10 years | 263.66 | 1369.64 | 19% |
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