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IORMX vs OLCYX
IORMX vs OLCYX Comparison
Open Charts IORMX vs OLCYX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.74
Change-$0.01 (-0.36%)
VolumeN/A
Net Assets1.42B
Invesco Limited Term CA Municipal Y
Price$3.06
Change-$0.01 (-0.33%)
VolumeN/A
Net Assets808.85M
IORMX vs OLCYX Comparison Chart
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IORMX vs. OLCYX commentary
Jun 01, 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 (809M). IORMX pays higher dividends than OLCYX: IORMX (3.75) vs OLCYX (3.40). IORMX was incepted earlier than OLCYX: IORMX (6 years) vs OLCYX (15 years). OLCYX (0.68) is less costly to investors than IORMX (0.59). 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 : 2.56 vs. OLCYX (2.01). IORMX (7.71) and OLCYX (7.68) 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 | 15 years | - |
| Gain YTD | -0.245 | -0.472 | 52% |
| 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 | 809M | 175% |
| Annual Yield % from dividends | 3.75 | 3.40 | 110% |
| Returns for 1 year | 2.56 | 2.01 | 127% |
| Returns for 3 years | 6.60 | 6.34 | 104% |
| Returns for 5 years | 7.71 | 7.68 | 100% |
| Returns for 10 years | N/A | 18.78 | - |
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