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OGMIX vs UIPMX
OGMIX vs UIPMX Comparison
Open Charts OGMIX vs UIPMX
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.
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).
| OGMIX | UIPMX | OGMIX / UIPMX | |
| Total Expense Ratio | 0.69 | 1.01 | 68% |
| Annual Report Gross Expense Ratio | 0.69 | 1.10 | 63% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 48.575 | 59.004 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 753M | 368% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 48.25 | 53.74 | 90% |
| Returns for 3 years | 110.93 | 120.28 | 92% |
| Returns for 5 years | 42.92 | 33.39 | 129% |
| Returns for 10 years | 353.47 | 275.05 | 129% |
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