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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 Assets1.42B
Allspring California Ltd-Trm Tx-Fr C
Price$10.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets324.23M
IORMX vs SFCCX Comparison Chart in %
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IORMX vs. SFCCX commentary
Jun 29, 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: 1.42B vs. SFCCX (324M). IORMX pays higher dividends than SFCCX: IORMX (3.76) vs SFCCX (1.47). 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). 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). SFCCX annual gain was more profitable for investors over the last year : 2.49 vs. IORMX (1.90). IORMX return over 5 years is better than : 7.12 vs. SFCCX (-0.33).
| 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 | 0.126 | 1.006 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 324M | 438% |
| Annual Yield % from dividends | 3.76 | 1.47 | 255% |
| Returns for 1 year | 1.90 | 2.49 | 76% |
| Returns for 3 years | 9.30 | 5.46 | 170% |
| Returns for 5 years | 7.12 | -0.33 | -2,162% |
| Returns for 10 years | N/A | 1.09 | - |
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