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IORCX vs MSODX
IORCX vs MSODX Comparison
Open Charts IORCX vs MSODX
Invesco California Municipal R6
Price$7.68
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets2.07B
NYLI MacKay California Muni Class R6
Price$9.34
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.23B
IORCX vs MSODX Comparison Chart
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IORCX vs. MSODX commentary
May 24, 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: 2.07B vs. MSODX (1.23B). IORCX pays higher dividends than MSODX: IORCX (4.35) vs MSODX (3.88). IORCX was incepted earlier than MSODX: IORCX (6 years) vs MSODX (6 years). IORCX (0.87) 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 : 0.29 vs. IORCX (-0.38). IORCX return over 5 years is better than : 5.63 vs. MSODX (2.43).
| IORCX | MSODX | IORCX / MSODX | |
| Total Expense Ratio | 0.87 | 0.48 | 181% |
| Annual Report Gross Expense Ratio | 0.87 | 0.48 | 181% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -3.686 | -2.729 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 1.23B | 168% |
| Annual Yield % from dividends | 4.35 | 3.88 | 112% |
| Returns for 1 year | -0.38 | 0.29 | -131% |
| Returns for 3 years | 7.21 | 8.81 | 82% |
| Returns for 5 years | 5.63 | 2.43 | 231% |
| Returns for 10 years | N/A | N/A | - |
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