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IORMX vs SFCIX
IORMX vs SFCIX Comparison
Open Charts IORMX vs SFCIX
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 A
Price$10.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets297.18M
IORMX vs SFCIX Comparison Chart
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IORMX vs. SFCIX 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 SFCIX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.43B vs. SFCIX (297M). IORMX pays higher dividends than SFCIX: IORMX (3.72) vs SFCIX (2.26). IORMX was incepted earlier than SFCIX: IORMX (6 years) vs SFCIX (33 years). SFCIX (0.86) is less costly to investors than IORMX (0.59). SFCIX is a more actively managed with annual turnover of: 24.00 vs. IORMX (21.00). SFCIX has a lower initial minimum investment than IORMX: SFCIX (1000) vs IORMX (1000000). SFCIX annual gain was more profitable for investors over the last year : 2.59 vs. IORMX (1.88). IORMX return over 5 years is better than : 9.51 vs. SFCIX (3.60).
| IORMX | SFCIX | IORMX / SFCIX | |
| Total Expense Ratio | 0.59 | 0.80 | 74% |
| Annual Report Gross Expense Ratio | 0.59 | 0.86 | 69% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | -0.191 | 0.444 | -43% |
| Front Load | N/A | 2% | - |
| 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 | 2.26 | 164% |
| Returns for 1 year | 1.88 | 2.59 | 73% |
| Returns for 3 years | 8.44 | 7.02 | 120% |
| Returns for 5 years | 9.51 | 3.60 | 264% |
| Returns for 10 years | N/A | 5.22 | - |
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