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IORMX vs SFCCX
IORMX vs SFCCX Comparison
Open Charts IORMX vs SFCCX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43B
Allspring California Ltd-Trm Tx-Fr C
Price$10.32
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets336.39M
IORMX vs SFCCX Comparison Chart in %
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IORMX vs. SFCCX commentary
Oct 14, 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 SFCCX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.43B vs. SFCCX (336M). IORMX pays higher dividends than SFCCX: IORMX (3.75) vs SFCCX (1.42). IORMX was incepted earlier than SFCCX: IORMX (6 years) vs SFCCX (23 years). SFCCX (1.61) is less costly to investors than IORMX (0.52). IORMX is a more actively managed with annual turnover of: 26.00 vs. SFCCX (24.00). SFCCX has a lower initial minimum investment than IORMX: SFCCX (1000) vs IORMX (1000000). IORMX annual gain was more profitable for investors over the last year : 2.78 vs. SFCCX (2.55). IORMX return over 5 years is better than : 9.22 vs. SFCCX (1.27).
| IORMX | SFCCX | IORMX / SFCCX | |
| Total Expense Ratio | 0.52 | 1.55 | 34% |
| Annual Report Gross Expense Ratio | 0.52 | 1.61 | 32% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 2.923 | 2.998 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 336M | 425% |
| Annual Yield % from dividends | 3.75 | 1.42 | 264% |
| Returns for 1 year | 2.78 | 2.55 | 109% |
| Returns for 3 years | 13.73 | 9.12 | 150% |
| Returns for 5 years | 9.22 | 1.27 | 725% |
| Returns for 10 years | N/A | 2.42 | - |
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