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OGMIX vs UPMMX
OGMIX vs UPMMX Comparison
Open Charts OGMIX vs UPMMX
Invesco Gold & Special Minerals R6
Price$39.48
Change+$0.74 (+1.91%)
VolumeN/A
Net Assets2.83B
Victory Precious Metals & Minerals Cl A
Price$30.58
Change+$0.61 (+2.04%)
VolumeN/A
Net Assets796.46M
OGMIX vs UPMMX Comparison Chart
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OGMIX vs. UPMMX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 2.83B vs. UPMMX (796M). OGMIX pays higher dividends than UPMMX: OGMIX (0.81) vs UPMMX (0.00). OGMIX was incepted earlier than UPMMX: OGMIX (13 years) vs UPMMX (15 years). UPMMX (1.41) is less costly to investors than OGMIX (0.69). OGMIX is a more actively managed with annual turnover of: 30.00 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 : 70.65 vs. OGMIX (61.97). OGMIX return over 5 years is better than : 86.26 vs. UPMMX (72.49).
| OGMIX | UPMMX | OGMIX / UPMMX | |
| Total Expense Ratio | 0.69 | 1.34 | 51% |
| Annual Report Gross Expense Ratio | 0.69 | 1.41 | 49% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 52.080 | 64.763 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 796M | 355% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 61.97 | 70.65 | 88% |
| Returns for 3 years | 80.56 | 89.01 | 91% |
| Returns for 5 years | 86.26 | 72.49 | 119% |
| Returns for 10 years | 263.66 | 184.30 | 143% |
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