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OGMIX vs USERX
OGMIX vs USERX Comparison
Open Charts OGMIX vs USERX
Invesco Gold & Special Minerals R6
Price$62.18
Change-$0.24 (-0.38%)
VolumeN/A
Net Assets4.4B
US Global Investors Gld & Prec Mtls
Price$30.68
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets286M
OGMIX vs USERX Comparison Chart in %
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OGMIX vs. USERX commentary
Dec 26, 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 StrongBuy and USERX is a Hold.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 4.4B vs. USERX (286M). USERX pays higher dividends than OGMIX: USERX (0.60) vs OGMIX (0.53). OGMIX was incepted earlier than USERX: OGMIX (13 years) vs USERX (52 years). USERX (1.73) is less costly to investors than OGMIX (0.66). USERX is a more actively managed with annual turnover of: 58.00 vs. OGMIX (47.00). USERX has a lower initial minimum investment than OGMIX: USERX (5000) vs OGMIX (1000000). USERX annual gain was more profitable for investors over the last year : 166.78 vs. OGMIX (136.07). USERX (140.80) and OGMIX (138.70) have equivalent 5 years return.
| OGMIX | USERX | OGMIX / USERX | |
| Total Expense Ratio | 0.66 | 1.73 | 38% |
| Annual Report Gross Expense Ratio | 0.66 | 1.73 | 38% |
| Fund Existence | 13 years | 52 years | - |
| Gain YTD | 139.522 | 169.596 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 286M | 1,537% |
| Annual Yield % from dividends | 0.53 | 0.60 | 88% |
| Returns for 1 year | 136.07 | 166.78 | 82% |
| Returns for 3 years | 189.07 | 219.93 | 86% |
| Returns for 5 years | 138.70 | 140.80 | 99% |
| Returns for 10 years | 591.86 | 585.27 | 101% |
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