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AICAX vs IORMX
AICAX vs IORMX Comparison
Open Charts AICAX vs IORMX
AB Intermediate California Municipal A
Price$13.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.04B
Invesco Rochester® Limited Tm NY MncplR6
Price$2.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.42B
AICAX vs IORMX Comparison Chart in %
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AICAX vs. IORMX commentary
Jun 30, 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 AICAX is a Hold and IORMX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.42B vs. AICAX (1.04B). IORMX pays higher dividends than AICAX: IORMX (3.76) vs AICAX (2.79). AICAX was incepted earlier than IORMX: AICAX (23 years) vs IORMX (6 years). AICAX (0.75) is less costly to investors than IORMX (0.59). AICAX is a more actively managed with annual turnover of: 39.00 vs. IORMX (26.00). AICAX has a lower initial minimum investment than IORMX: AICAX (2500) vs IORMX (1000000). IORMX annual gain was more profitable for investors over the last year : 1.90 vs. AICAX (1.60). IORMX return over 5 years is better than : 7.12 vs. AICAX (5.36).
| AICAX | IORMX | AICAX / IORMX | |
| Total Expense Ratio | 0.75 | 0.59 | 127% |
| Annual Report Gross Expense Ratio | 0.75 | 0.59 | 127% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 0.135 | 0.126 | 108% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 1.42B | 73% |
| Annual Yield % from dividends | 2.79 | 3.76 | 74% |
| Returns for 1 year | 1.60 | 1.90 | 84% |
| Returns for 3 years | 8.57 | 9.30 | 92% |
| Returns for 5 years | 5.36 | 7.12 | 75% |
| Returns for 10 years | 11.53 | N/A | - |
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