DOGMX
Price
$9.71
Change
+$0.01 (+0.10%)
Updated
Jun 4 closing price
Net Assets
87.78M
IORMX
Price
$2.74
Change
-$0.00 (-0.00%)
Updated
Jun 4 closing price
Net Assets
1.42B
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DOGMX vs IORMX

Header iconDOGMX vs IORMX Comparison
Open Charts DOGMX vs IORMXBanner chart's image
DFA Oregon Municipal Bond Instl
Price$9.71
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets87.78M
Invesco Rochester® Limited Tm NY MncplR6
Price$2.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.42B
DOGMX vs IORMX Comparison Chart
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DOGMX vs. IORMX commentary
Jun 06, 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 DOGMX is a Hold and IORMX is a Hold.

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FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.42B vs. DOGMX (87.8M). IORMX pays higher dividends than DOGMX: IORMX (3.75) vs DOGMX (1.98). DOGMX was incepted earlier than IORMX: DOGMX (6 years) vs IORMX (6 years). IORMX (0.59) is less costly to investors than DOGMX (0.36). IORMX is a more actively managed with annual turnover of: 26.00 vs. DOGMX (13.00). DOGMX has a lower initial minimum investment than IORMX: DOGMX (0) vs IORMX (1000000). DOGMX annual gain was more profitable for investors over the last year : 2.52 vs. IORMX (2.26). IORMX return over 5 years is better than : 7.35 vs. DOGMX (-0.50).
DOGMXIORMXDOGMX / IORMX
Total Expense Ratio0.300.5951%
Annual Report Gross Expense Ratio0.360.5961%
Fund Existence6 years6 years-
Gain YTD0.308-0.245-126%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets87.8M1.42B6%
Annual Yield % from dividends1.983.7553%
Returns for 1 year2.522.26112%
Returns for 3 years3.746.6057%
Returns for 5 years-0.507.35-7%
Returns for 10 yearsN/AN/A-
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