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OGMIX vs USERX
OGMIX vs USERX Comparison
Open Charts OGMIX vs USERX
Invesco Gold & Special Minerals R6
Price$38.19
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets2.74B
US Global Investors Gld & Prec Mtls
Price$17.84
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets159.27M
OGMIX vs USERX Comparison Chart in %
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OGMIX vs. USERX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 2.74B vs. USERX (159M). USERX pays higher dividends than OGMIX: USERX (0.96) vs OGMIX (0.80). OGMIX was incepted earlier than USERX: OGMIX (13 years) vs USERX (51 years). USERX (1.73) is less costly to investors than OGMIX (0.69). USERX is a more actively managed with annual turnover of: 58.00 vs. OGMIX (30.00). 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 : 56.45 vs. OGMIX (48.54). USERX return over 5 years is better than : 66.97 vs. OGMIX (59.33).
| OGMIX | USERX | OGMIX / USERX | |
| Total Expense Ratio | 0.69 | 1.73 | 40% |
| Annual Report Gross Expense Ratio | 0.69 | 1.73 | 40% |
| Fund Existence | 13 years | 51 years | - |
| Gain YTD | 47.111 | 56.766 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 159M | 1,723% |
| Annual Yield % from dividends | 0.80 | 0.96 | 84% |
| Returns for 1 year | 48.54 | 56.45 | 86% |
| Returns for 3 years | 90.42 | 88.55 | 102% |
| Returns for 5 years | 59.33 | 66.97 | 89% |
| Returns for 10 years | 261.74 | 260.72 | 100% |
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