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DOGMX vs IORMX
DOGMX vs IORMX Comparison
Open Charts DOGMX vs IORMX
DFA Oregon Municipal Bond Instl
Price$9.73
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets74.38M
Invesco Rochester® Limited Tm NY MncplR6
Price$2.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43B
DOGMX vs IORMX Comparison Chart
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DOGMX vs. IORMX commentary
May 11, 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.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.43B vs. DOGMX (74.4M). IORMX pays higher dividends than DOGMX: IORMX (3.72) vs DOGMX (1.94). 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: 21.00 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 : 2.05 vs. IORMX (1.88). IORMX return over 5 years is better than : 9.51 vs. DOGMX (0.71).
| DOGMX | IORMX | DOGMX / IORMX | |
| Total Expense Ratio | 0.30 | 0.59 | 51% |
| Annual Report Gross Expense Ratio | 0.36 | 0.59 | 61% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 0.329 | -0.191 | -172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4M | 1.43B | 5% |
| Annual Yield % from dividends | 1.94 | 3.72 | 52% |
| Returns for 1 year | 2.05 | 1.88 | 109% |
| Returns for 3 years | 5.60 | 8.44 | 66% |
| Returns for 5 years | 0.71 | 9.51 | 7% |
| Returns for 10 years | N/A | N/A | - |
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