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IORMX vs SFCNX
IORMX vs SFCNX Comparison
Open Charts IORMX vs SFCNX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43B
Allspring California Ltd-Trm Tx-FrInst
Price$9.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets297.18M
IORMX vs SFCNX Comparison Chart
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IORMX vs. SFCNX 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 SFCNX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.43B vs. SFCNX (297M). IORMX pays higher dividends than SFCNX: IORMX (3.72) vs SFCNX (2.56). IORMX was incepted earlier than SFCNX: IORMX (6 years) vs SFCNX (11 years). IORMX (0.59) is less costly to investors than SFCNX (0.54). SFCNX is a more actively managed with annual turnover of: 24.00 vs. IORMX (21.00). IORMX (1000000) and SFCNX (1000000) have matching initial minimum investment requirements. SFCNX annual gain was more profitable for investors over the last year : 2.80 vs. IORMX (1.88). IORMX return over 5 years is better than : 9.51 vs. SFCNX (4.90).
| IORMX | SFCNX | IORMX / SFCNX | |
| Total Expense Ratio | 0.59 | 0.50 | 118% |
| Annual Report Gross Expense Ratio | 0.59 | 0.54 | 109% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | -0.191 | 0.538 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 297M | 480% |
| Annual Yield % from dividends | 3.72 | 2.56 | 145% |
| Returns for 1 year | 1.88 | 2.80 | 67% |
| Returns for 3 years | 8.44 | 7.90 | 107% |
| Returns for 5 years | 9.51 | 4.90 | 194% |
| Returns for 10 years | N/A | 7.27 | - |
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