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OGMIX vs UPMMX
OGMIX vs UPMMX Comparison
Open Charts OGMIX vs UPMMX
Invesco Gold & Special Minerals R6
Price$54.54
Change-$3.43 (-5.92%)
VolumeN/A
Net Assets4.19B
Victory Precious Metals & Minerals Cl A
Price$43.11
Change-$2.74 (-5.98%)
VolumeN/A
Net Assets1.1B
OGMIX vs UPMMX Comparison Chart in %
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OGMIX vs. UPMMX 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 UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 4.19B vs. UPMMX (1.1B). OGMIX pays higher dividends than UPMMX: OGMIX (0.57) vs UPMMX (0.00). OGMIX was incepted earlier than UPMMX: OGMIX (13 years) vs UPMMX (15 years). UPMMX (1.40) is less costly to investors than OGMIX (0.66). OGMIX is a more actively managed with annual turnover of: 47.00 vs. UPMMX (1.00). UPMMX has a lower initial minimum investment than OGMIX: UPMMX (2500) vs OGMIX (1000000). UPMMX annual gain was more profitable for investors over the last year : 92.89 vs. OGMIX (79.64). UPMMX (98.90) and OGMIX (97.68) have equivalent 5 years return.
| OGMIX | UPMMX | OGMIX / UPMMX | |
| Total Expense Ratio | 0.66 | 1.34 | 49% |
| Annual Report Gross Expense Ratio | 0.66 | 1.40 | 47% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 110.092 | 132.274 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.19B | 1.1B | 382% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 79.64 | 92.89 | 86% |
| Returns for 3 years | 216.17 | 240.52 | 90% |
| Returns for 5 years | 97.68 | 98.90 | 99% |
| Returns for 10 years | 445.36 | 346.91 | 128% |
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