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IORMX vs NTSMX
IORMX vs NTSMX Comparison
Open Charts IORMX vs NTSMX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Dupree NC Tax-Free Short-to-Medium
Price$10.46
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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IORMX vs NTSMX Comparison Chart
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IORMX vs. NTSMX commentary
Sep 20, 2024
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 NTSMX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.48B vs. NTSMX (8.98M). IORMX pays higher dividends than NTSMX: IORMX (3.44) vs NTSMX (1.86). IORMX was incepted earlier than NTSMX: IORMX (5 years) vs NTSMX (29 years). IORMX is a more actively managed with annual turnover of: 60.00 vs. NTSMX (17.46). NTSMX has a lower initial minimum investment than IORMX: NTSMX (500) vs IORMX (1000000). IORMX annual gain was more profitable for investors over the last year : 6.61 vs. NTSMX (3.81). IORMX return over 5 years is better than : 8.54 vs. NTSMX (3.02).
| IORMX | NTSMX | IORMX / NTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 3.115 | 1.280 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 8.98M | 16,514% |
| Annual Yield % from dividends | 3.44 | 1.86 | 185% |
| Returns for 1 year | 6.61 | 3.81 | 173% |
| Returns for 3 years | 1.51 | -1.32 | -114% |
| Returns for 5 years | 8.54 | 3.02 | 283% |
| Returns for 10 years | N/A | 11.34 | - |
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