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IORMX vs LTCIX
IORMX vs LTCIX Comparison
Open Charts IORMX vs LTCIX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43B
Thornburg CA Limited-Term Muni Instl
Price$13.05
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets285.09M
IORMX vs LTCIX Comparison Chart in %
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IORMX vs. LTCIX commentary
Oct 16, 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 LTCIX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.43B vs. LTCIX (285M). IORMX pays higher dividends than LTCIX: IORMX (3.75) vs LTCIX (3.20). IORMX was incepted earlier than LTCIX: IORMX (6 years) vs LTCIX (29 years). LTCIX (0.71) is less costly to investors than IORMX (0.52). LTCIX is a more actively managed with annual turnover of: 46.36 vs. IORMX (26.00). IORMX has a lower initial minimum investment than LTCIX: IORMX (1000000) vs LTCIX (2500000). LTCIX annual gain was more profitable for investors over the last year : 3.86 vs. IORMX (2.78). IORMX return over 5 years is better than : 9.22 vs. LTCIX (5.04).
| IORMX | LTCIX | IORMX / LTCIX | |
| Total Expense Ratio | 0.52 | 0.49 | 106% |
| Annual Report Gross Expense Ratio | 0.52 | 0.71 | 73% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 2.923 | 4.321 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 285M | 502% |
| Annual Yield % from dividends | 3.75 | 3.20 | 117% |
| Returns for 1 year | 2.78 | 3.86 | 72% |
| Returns for 3 years | 13.73 | 12.62 | 109% |
| Returns for 5 years | 9.22 | 5.04 | 183% |
| Returns for 10 years | N/A | 9.61 | - |
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