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IORMX vs PCDAX
IORMX vs PCDAX Comparison
Open Charts IORMX vs PCDAX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.81
Change+$0.01 (+0.36%)
VolumeN/A
Net Assets1.43B
IORMX vs PCDAX Comparison Chart in %
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IORMX vs. PCDAX commentary
Oct 21, 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 (202M). IORMX pays higher dividends than PCDAX: IORMX (3.75) vs PCDAX (2.46). IORMX was incepted earlier than PCDAX: IORMX (6 years) vs PCDAX (19 years). PCDAX (0.73) is less costly to investors than IORMX (0.52). PCDAX is a more actively managed with annual turnover of: 47.00 vs. IORMX (26.00). 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 : 3.15 vs. IORMX (2.78). IORMX return over 5 years is better than : 9.22 vs. PCDAX (5.45).
| IORMX | PCDAX | IORMX / PCDAX | |
| Total Expense Ratio | 0.52 | 0.73 | 71% |
| Annual Report Gross Expense Ratio | 0.52 | 0.73 | 71% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 2.923 | 3.053 | 96% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 202M | 708% |
| Annual Yield % from dividends | 3.75 | 2.46 | 153% |
| Returns for 1 year | 2.78 | 3.15 | 88% |
| Returns for 3 years | 14.99 | 10.25 | 146% |
| Returns for 5 years | 9.22 | 5.45 | 169% |
| Returns for 10 years | N/A | 10.60 | - |