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IORMX vs SFCNX
IORMX vs SFCNX Comparison
Open Charts IORMX vs SFCNX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Allspring California Ltd-Trm Tx-FrInst
Price$10.07
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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IORMX vs SFCNX Comparison Chart
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IORMX vs. SFCNX commentary
Sep 20, 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 SFCNX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.48B vs. SFCNX (314M). IORMX pays higher dividends than SFCNX: IORMX (3.44) vs SFCNX (2.52). IORMX was incepted earlier than SFCNX: IORMX (5 years) vs SFCNX (10 years). IORMX is a more actively managed with annual turnover of: 60.00 vs. SFCNX (35.00). IORMX (1000000) and SFCNX (1000000) have matching initial minimum investment requirements. IORMX annual gain was more profitable for investors over the last year : 6.61 vs. SFCNX (5.90). IORMX return over 5 years is better than : 8.54 vs. SFCNX (3.89).
| IORMX | SFCNX | IORMX / SFCNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 3.115 | 2.569 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 314M | 472% |
| Annual Yield % from dividends | 3.44 | 2.52 | 137% |
| Returns for 1 year | 6.61 | 5.90 | 112% |
| Returns for 3 years | 1.51 | 0.81 | 187% |
| Returns for 5 years | 8.54 | 3.89 | 219% |
| Returns for 10 years | N/A | N/A | - |
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