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OGMIX vs UPMMX
OGMIX vs UPMMX Comparison
Open Charts OGMIX vs UPMMX
Invesco Gold & Special Minerals R6
Price$52.20
Change+$0.99 (+1.93%)
VolumeN/A
Net Assets3.7B
Victory Precious Metals & Minerals Cl A
Price$40.54
Change+$0.79 (+1.99%)
VolumeN/A
Net Assets1.03B
OGMIX vs UPMMX Comparison Chart in %
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OGMIX vs. UPMMX commentary
Sep 28, 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: 3.7B vs. UPMMX (1.03B). OGMIX pays higher dividends than UPMMX: OGMIX (0.68) 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 : 81.71 vs. OGMIX (71.32). OGMIX return over 5 years is better than : 101.60 vs. UPMMX (94.38).
| 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 | 101.079 | 118.427 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.03B | 358% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | 71.32 | 81.71 | 87% |
| Returns for 3 years | 222.70 | 240.84 | 92% |
| Returns for 5 years | 101.60 | 94.38 | 108% |
| Returns for 10 years | 521.61 | 405.30 | 129% |
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