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IORMX vs LTCAX
IORMX vs LTCAX Comparison
Open Charts IORMX vs LTCAX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.80
Change-$0.01 (-0.36%)
VolumeN/A
Net Assets1.44B
Thornburg CA Limited-Term Muni A
Price$13.01
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets287.15M
IORMX vs LTCAX Comparison Chart in %
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IORMX vs. LTCAX commentary
Dec 02, 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 IORMX is a Hold and LTCAX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.44B vs. LTCAX (287M). IORMX pays higher dividends than LTCAX: IORMX (3.72) vs LTCAX (2.97). IORMX was incepted earlier than LTCAX: IORMX (7 years) vs LTCAX (39 years). LTCAX (0.96) is less costly to investors than IORMX (0.52). LTCAX is a more actively managed with annual turnover of: 46.36 vs. IORMX (26.00). LTCAX has a lower initial minimum investment than IORMX: LTCAX (5000) vs IORMX (1000000). LTCAX annual gain was more profitable for investors over the last year : 3.54 vs. IORMX (2.41). IORMX return over 5 years is better than : 7.86 vs. LTCAX (3.80).
| IORMX | LTCAX | IORMX / LTCAX | |
| Total Expense Ratio | 0.52 | 0.74 | 70% |
| Annual Report Gross Expense Ratio | 0.52 | 0.96 | 54% |
| Fund Existence | 7 years | 39 years | - |
| Gain YTD | 3.556 | 4.412 | 81% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 287M | 501% |
| Annual Yield % from dividends | 3.72 | 2.97 | 125% |
| Returns for 1 year | 2.41 | 3.54 | 68% |
| Returns for 3 years | 11.36 | 10.24 | 111% |
| Returns for 5 years | 7.86 | 3.80 | 207% |
| Returns for 10 years | N/A | 7.85 | - |
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