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OGMIX vs SGDIX
OGMIX vs SGDIX Comparison
Open Charts OGMIX vs SGDIX
Invesco Gold & Special Minerals R6
Price$47.08
Change+$1.13 (+2.46%)
VolumeN/A
Net Assets3.3B
Sprott Gold Equity Institutional
Price$94.37
Change-$1.06 (-1.11%)
VolumeN/A
Net Assets1.48B
OGMIX vs SGDIX Comparison Chart in %
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OGMIX vs. SGDIX commentary
Sep 08, 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: 3.3B vs. SGDIX (1.48B). OGMIX pays higher dividends than SGDIX: OGMIX (0.68) 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. OGMIX (78.71) and SGDIX (77.72) have marching annual gain over last year. OGMIX return over 5 years is better than : 71.66 vs. SGDIX (64.44).
| 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 | 81.356 | 81.028 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 1.48B | 224% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | 78.71 | 77.72 | 101% |
| Returns for 3 years | 167.23 | 168.86 | 99% |
| Returns for 5 years | 71.66 | 64.44 | 111% |
| Returns for 10 years | 452.44 | 2128.53 | 21% |
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