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OGMIX vs UPMMX
OGMIX vs UPMMX Comparison
Open Charts OGMIX vs UPMMX
Invesco Gold & Special Minerals R6
Price$38.57
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets2.77B
Victory Precious Metals & Minerals Cl A
Price$29.46
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets753.39M
OGMIX vs UPMMX Comparison Chart in %
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OGMIX vs. UPMMX 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 UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 2.77B vs. UPMMX (753M). OGMIX pays higher dividends than UPMMX: OGMIX (0.80) 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 (0.69). 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 : 53.20 vs. OGMIX (48.25). OGMIX return over 5 years is better than : 42.92 vs. UPMMX (31.15).
| OGMIX | UPMMX | OGMIX / UPMMX | |
| Total Expense Ratio | 0.69 | 1.34 | 51% |
| Annual Report Gross Expense Ratio | 0.69 | 1.40 | 49% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 48.575 | 58.728 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| 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 | 53.20 | 91% |
| Returns for 3 years | 110.93 | 118.01 | 94% |
| Returns for 5 years | 42.92 | 31.15 | 138% |
| Returns for 10 years | 353.47 | 261.73 | 135% |
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