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IORMX vs SFCCX
IORMX vs SFCCX Comparison
Open Charts IORMX vs SFCCX
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 C
Price$10.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets297.18M
IORMX vs SFCCX Comparison Chart
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IORMX vs. SFCCX 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 SFCCX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.43B vs. SFCCX (297M). IORMX pays higher dividends than SFCCX: IORMX (3.72) vs SFCCX (1.51). IORMX was incepted earlier than SFCCX: IORMX (6 years) vs SFCCX (23 years). SFCCX (1.61) is less costly to investors than IORMX (0.59). SFCCX is a more actively managed with annual turnover of: 24.00 vs. IORMX (21.00). SFCCX has a lower initial minimum investment than IORMX: SFCCX (1000) vs IORMX (1000000). IORMX (1.88) and SFCCX (1.82) have marching annual gain over last year. IORMX return over 5 years is better than : 9.51 vs. SFCCX (0.46).
| IORMX | SFCCX | IORMX / SFCCX | |
| Total Expense Ratio | 0.59 | 1.55 | 38% |
| Annual Report Gross Expense Ratio | 0.59 | 1.61 | 37% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -0.191 | 0.294 | -65% |
| 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 | 297M | 480% |
| Annual Yield % from dividends | 3.72 | 1.51 | 247% |
| Returns for 1 year | 1.88 | 1.82 | 104% |
| Returns for 3 years | 8.44 | 4.89 | 172% |
| Returns for 5 years | 9.51 | 0.46 | 2,086% |
| Returns for 10 years | N/A | 0.28 | - |
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