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IORMX vs SFCIX
IORMX vs SFCIX Comparison
Open Charts IORMX vs SFCIX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.77
Change+$0.01 (+0.36%)
VolumeN/A
Net Assets1.41B
Allspring California Ltd-Trm Tx-Fr A
Price$10.29
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets342.52M
IORMX vs SFCIX Comparison Chart in %
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IORMX vs. SFCIX commentary
Sep 06, 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: 1.41B vs. SFCIX (343M). IORMX pays higher dividends than SFCIX: IORMX (3.16) vs SFCIX (2.17). IORMX was incepted earlier than SFCIX: IORMX (6 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 : 2.81 vs. IORMX (0.62). IORMX return over 5 years is better than : 6.56 vs. SFCIX (3.94).
| IORMX | SFCIX | IORMX / SFCIX | |
| Total Expense Ratio | 0.52 | 0.80 | 65% |
| Annual Report Gross Expense Ratio | 0.52 | 0.86 | 60% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 0.809 | 2.884 | 28% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 343M | 412% |
| Annual Yield % from dividends | 3.16 | 2.17 | 146% |
| Returns for 1 year | 0.62 | 2.81 | 22% |
| Returns for 3 years | 9.26 | 9.29 | 100% |
| Returns for 5 years | 6.56 | 3.94 | 167% |
| Returns for 10 years | N/A | 7.87 | - |
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