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IORMX vs PCDAX
IORMX vs PCDAX Comparison
Open Charts IORMX vs PCDAX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43B
IORMX vs PCDAX Comparison Chart
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IORMX vs. PCDAX commentary
May 07, 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 PCDAX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.43B vs. PCDAX (150M). IORMX pays higher dividends than PCDAX: IORMX (3.72) vs PCDAX (2.53). IORMX was incepted earlier than PCDAX: IORMX (6 years) vs PCDAX (19 years). PCDAX (0.73) is less costly to investors than IORMX (0.59). PCDAX is a more actively managed with annual turnover of: 23.00 vs. IORMX (21.00). PCDAX has a lower initial minimum investment than IORMX: PCDAX (1000) vs IORMX (1000000). PCDAX annual gain was more profitable for investors over the last year : 2.44 vs. IORMX (2.25). IORMX return over 5 years is better than : 9.51 vs. PCDAX (4.42).
| IORMX | PCDAX | IORMX / PCDAX | |
| Total Expense Ratio | 0.59 | 0.73 | 81% |
| Annual Report Gross Expense Ratio | 0.59 | 0.73 | 81% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | -0.191 | 0.288 | -66% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 150M | 951% |
| Annual Yield % from dividends | 3.72 | 2.53 | 147% |
| Returns for 1 year | 2.25 | 2.44 | 92% |
| Returns for 3 years | 8.05 | 6.34 | 127% |
| Returns for 5 years | 9.51 | 4.42 | 215% |
| Returns for 10 years | N/A | 7.85 | - |
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