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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 Assets1.42B
IORMX vs PCDAX Comparison Chart in %
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IORMX vs. PCDAX commentary
Jun 28, 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: 1.42B vs. PCDAX (161M). IORMX pays higher dividends than PCDAX: IORMX (3.76) vs PCDAX (2.52). 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). IORMX is a more actively managed with annual turnover of: 26.00 vs. PCDAX (23.00). 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 : 2.76 vs. IORMX (1.90). IORMX return over 5 years is better than : 7.12 vs. PCDAX (3.75).
| 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 | 0.126 | 0.930 | 14% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 161M | 881% |
| Annual Yield % from dividends | 3.76 | 2.52 | 149% |
| Returns for 1 year | 1.90 | 2.76 | 69% |
| Returns for 3 years | 9.30 | 6.67 | 139% |
| Returns for 5 years | 7.12 | 3.75 | 190% |
| Returns for 10 years | N/A | 8.76 | - |
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