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IORMX vs SCTIX
IORMX vs SCTIX Comparison
Open Charts IORMX vs SCTIX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43B
Allspring California Ltd-Trm Tx-Fr Adm
Price$9.95
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets297.18M
IORMX vs SCTIX Comparison Chart
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IORMX vs. SCTIX commentary
May 12, 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 SCTIX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.43B vs. SCTIX (297M). IORMX pays higher dividends than SCTIX: IORMX (3.72) vs SCTIX (2.46). IORMX was incepted earlier than SCTIX: IORMX (6 years) vs SCTIX (29 years). SCTIX (0.81) is less costly to investors than IORMX (0.59). SCTIX is a more actively managed with annual turnover of: 24.00 vs. IORMX (21.00). IORMX (1000000) and SCTIX (1000000) have matching initial minimum investment requirements. SCTIX annual gain was more profitable for investors over the last year : 2.80 vs. IORMX (1.88). IORMX return over 5 years is better than : 9.51 vs. SCTIX (4.48).
| IORMX | SCTIX | IORMX / SCTIX | |
| Total Expense Ratio | 0.59 | 0.60 | 98% |
| Annual Report Gross Expense Ratio | 0.59 | 0.81 | 73% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | -0.191 | 0.606 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 297M | 480% |
| Annual Yield % from dividends | 3.72 | 2.46 | 151% |
| Returns for 1 year | 1.88 | 2.80 | 67% |
| Returns for 3 years | 8.44 | 7.61 | 111% |
| Returns for 5 years | 9.51 | 4.48 | 212% |
| Returns for 10 years | N/A | 6.68 | - |
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