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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 Assets1.42B
Invesco Limited Term CA Municipal Y
Price$3.06
Change-$0.01 (-0.33%)
VolumeN/A
Net Assets814.69M
IORMX vs OLCYX Comparison Chart in %
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IORMX vs. OLCYX commentary
Jul 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 OLCYX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.42B vs. OLCYX (815M). IORMX pays higher dividends than OLCYX: IORMX (3.76) vs OLCYX (3.42). IORMX was incepted earlier than OLCYX: IORMX (6 years) vs OLCYX (15 years). OLCYX (0.56) is less costly to investors than IORMX (0.52). IORMX (26.00) and OLCYX (25.00) have comparable annual turnover. 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 : 1.56 vs. OLCYX (1.14). IORMX return over 5 years is better than : 6.75 vs. OLCYX (5.84).
| IORMX | OLCYX | IORMX / OLCYX | |
| Total Expense Ratio | 0.52 | 0.56 | 93% |
| Annual Report Gross Expense Ratio | 0.52 | 0.56 | 93% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 0.443 | 0.156 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 815M | 174% |
| Annual Yield % from dividends | 3.76 | 3.42 | 110% |
| Returns for 1 year | 1.56 | 1.14 | 138% |
| Returns for 3 years | 7.84 | 7.16 | 110% |
| Returns for 5 years | 6.75 | 5.84 | 116% |
| Returns for 10 years | N/A | 22.51 | - |
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