IORMX
Price
$2.74
Change
-$0.00 (-0.00%)
Updated
Jun 6 closing price
Net Assets
1.42B
SFCCX
Price
$10.12
Change
-$0.01 (-0.10%)
Updated
Jun 6 closing price
Net Assets
318.2M
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IORMX vs SFCCX

Header iconIORMX vs SFCCX Comparison
Open Charts IORMX vs SFCCXBanner chart's image
Invesco Rochester® Limited Tm NY MncplR6
Price$2.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.42B
Allspring California Ltd-Trm Tx-Fr C
Price$10.12
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets318.2M
IORMX vs SFCCX Comparison Chart
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IORMX vs. SFCCX commentary
Jun 08, 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.

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FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.42B vs. SFCCX (318M). 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 : 2.19 vs. IORMX (1.53). IORMX return over 5 years is better than : 7.36 vs. SFCCX (-0.54).
IORMXSFCCXIORMX / SFCCX
Total Expense Ratio0.591.5538%
Annual Report Gross Expense Ratio0.591.6137%
Fund Existence6 years23 years-
Gain YTD-0.2380.609-39%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.42B318M446%
Annual Yield % from dividends3.761.47255%
Returns for 1 year1.532.1970%
Returns for 3 years6.613.90169%
Returns for 5 years7.36-0.54-1,373%
Returns for 10 yearsN/A0.97-
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