OGMIX
Price
$38.57
Change
+$0.18 (+0.47%)
Updated
Jul 25 closing price
Net Assets
2.77B
UIPMX
Price
$30.64
Change
+$0.05 (+0.16%)
Updated
Jul 25 closing price
Net Assets
753.39M
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OGMIX vs UIPMX

Header iconOGMIX vs UIPMX Comparison
Open Charts OGMIX vs UIPMXBanner chart's image
Invesco Gold & Special Minerals R6
Price$38.57
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets2.77B
Victory Precious Metals & Minerals Instl
Price$30.64
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets753.39M
OGMIX vs UIPMX Comparison Chart in %
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OGMIX vs. UIPMX 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 UIPMX is a Hold.

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FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 2.77B vs. UIPMX (753M). OGMIX pays higher dividends than UIPMX: OGMIX (0.80) vs UIPMX (0.00). OGMIX was incepted earlier than UIPMX: OGMIX (13 years) vs UIPMX (17 years). UIPMX (1.10) is less costly to investors than OGMIX (0.69). OGMIX is a more actively managed with annual turnover of: 47.00 vs. UIPMX (1.00). OGMIX (1000000) and UIPMX (1000000) have matching initial minimum investment requirements. UIPMX annual gain was more profitable for investors over the last year : 53.74 vs. OGMIX (48.25). OGMIX return over 5 years is better than : 42.92 vs. UIPMX (33.39).
OGMIXUIPMXOGMIX / UIPMX
Total Expense Ratio0.691.0168%
Annual Report Gross Expense Ratio0.691.1063%
Fund Existence13 years17 years-
Gain YTD48.57559.00482%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.77B753M368%
Annual Yield % from dividends0.800.00-
Returns for 1 year48.2553.7490%
Returns for 3 years110.93120.2892%
Returns for 5 years42.9233.39129%
Returns for 10 years353.47275.05129%
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