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IORMX vs OLCYX
IORMX vs OLCYX Comparison
Open Charts IORMX vs OLCYX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43B
Invesco Limited Term CA Municipal Y
Price$3.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets796.19M
IORMX vs OLCYX Comparison Chart
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IORMX vs. OLCYX commentary
May 09, 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 OLCYX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.43B vs. OLCYX (796M). IORMX pays higher dividends than OLCYX: IORMX (3.72) vs OLCYX (3.37). IORMX was incepted earlier than OLCYX: IORMX (6 years) vs OLCYX (14 years). OLCYX (0.68) is less costly to investors than IORMX (0.59). OLCYX is a more actively managed with annual turnover of: 26.00 vs. IORMX (21.00). OLCYX has a lower initial minimum investment than IORMX: OLCYX (1000) vs IORMX (1000000). IORMX annual gain was more profitable for investors over the last year : 1.88 vs. OLCYX (1.40). IORMX (9.51) and OLCYX (9.31) have equivalent 5 years return.
| IORMX | OLCYX | IORMX / OLCYX | |
| Total Expense Ratio | 0.59 | 0.68 | 87% |
| Annual Report Gross Expense Ratio | 0.59 | 0.68 | 87% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -0.191 | -0.437 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 796M | 179% |
| Annual Yield % from dividends | 3.72 | 3.37 | 110% |
| Returns for 1 year | 1.88 | 1.40 | 135% |
| Returns for 3 years | 8.05 | 7.59 | 106% |
| Returns for 5 years | 9.51 | 9.31 | 102% |
| Returns for 10 years | N/A | 18.82 | - |
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