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IORMX vs SFCIX
IORMX vs SFCIX Comparison
Open Charts IORMX vs SFCIX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.80
Change-$0.01 (-0.36%)
VolumeN/A
Net Assets1.44B
Allspring California Ltd-Trm Tx-Fr A
Price$10.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets337.59M
IORMX vs SFCIX Comparison Chart in %
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IORMX vs. SFCIX commentary
Dec 02, 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: 1.44B vs. SFCIX (338M). IORMX pays higher dividends than SFCIX: IORMX (3.72) vs SFCIX (2.18). IORMX was incepted earlier than SFCIX: IORMX (7 years) vs SFCIX (33 years). SFCIX (0.86) is less costly to investors than IORMX (0.52). IORMX is a more actively managed with annual turnover of: 26.00 vs. SFCIX (24.00). 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 : 3.43 vs. IORMX (2.41). IORMX return over 5 years is better than : 7.86 vs. SFCIX (4.31).
| IORMX | SFCIX | IORMX / SFCIX | |
| Total Expense Ratio | 0.52 | 0.80 | 65% |
| Annual Report Gross Expense Ratio | 0.52 | 0.86 | 60% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 3.556 | 3.666 | 97% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 338M | 426% |
| Annual Yield % from dividends | 3.72 | 2.18 | 171% |
| Returns for 1 year | 2.41 | 3.43 | 70% |
| Returns for 3 years | 11.36 | 10.34 | 110% |
| Returns for 5 years | 7.86 | 4.31 | 182% |
| Returns for 10 years | N/A | 8.10 | - |
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