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IORMX vs SFCIX
IORMX vs SFCIX Comparison
Open Charts IORMX vs SFCIX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.81
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Allspring California Ltd-Trm Tx-Fr A
Price$10.17
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
IORMX vs SFCIX Comparison Chart
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IORMX vs. SFCIX commentary
Nov 15, 2024
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: 1.47B vs. SFCIX (307M). IORMX pays higher dividends than SFCIX: IORMX (3.44) vs SFCIX (2.22). IORMX was incepted earlier than SFCIX: IORMX (5 years) vs SFCIX (32 years). IORMX is a more actively managed with annual turnover of: 60.00 vs. SFCIX (35.00). SFCIX has a lower initial minimum investment than IORMX: SFCIX (1000) vs IORMX (1000000). IORMX annual gain was more profitable for investors over the last year : 6.27 vs. SFCIX (5.14). IORMX return over 5 years is better than : 8.23 vs. SFCIX (1.80).
| IORMX | SFCIX | IORMX / SFCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 3.022 | 1.917 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 307M | 478% |
| Annual Yield % from dividends | 3.44 | 2.22 | 155% |
| Returns for 1 year | 6.27 | 5.14 | 122% |
| Returns for 3 years | 1.27 | 0.06 | 2,210% |
| Returns for 5 years | 8.23 | 1.80 | 457% |
| Returns for 10 years | N/A | 4.55 | - |