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IORCX vs MSODX
IORCX vs MSODX Comparison
Open Charts IORCX vs MSODX
Invesco California Municipal R6
Price$7.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.03B
NYLI MacKay California Muni Class R6
Price$9.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.23B
IORCX vs MSODX Comparison Chart in %
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IORCX vs. MSODX commentary
Jul 27, 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 IORCX is a Hold and MSODX is a Hold.
FUNDAMENTALS
Fundamentals
IORCX has more cash in the bank: 2.03B vs. MSODX (1.23B). IORCX pays higher dividends than MSODX: IORCX (4.43) vs MSODX (3.87). IORCX was incepted earlier than MSODX: IORCX (6 years) vs MSODX (6 years). IORCX (0.80) is less costly to investors than MSODX (0.48). MSODX is a more actively managed with annual turnover of: 40.00 vs. IORCX (19.00). MSODX has a lower initial minimum investment than IORCX: MSODX (0) vs IORCX (1000000). MSODX annual gain was more profitable for investors over the last year : -1.58 vs. IORCX (-3.83). IORCX return over 5 years is better than : 0.30 vs. MSODX (-0.66).
| IORCX | MSODX | IORCX / MSODX | |
| Total Expense Ratio | 0.80 | 0.48 | 167% |
| Annual Report Gross Expense Ratio | 0.80 | 0.48 | 167% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -4.981 | -2.841 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 1.23B | 165% |
| Annual Yield % from dividends | 4.43 | 3.87 | 114% |
| Returns for 1 year | -3.83 | -1.58 | 243% |
| Returns for 3 years | 3.46 | 6.10 | 57% |
| Returns for 5 years | 0.30 | -0.66 | -46% |
| Returns for 10 years | N/A | N/A | - |
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