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IORMX vs SFCNX
IORMX vs SFCNX Comparison
Open Charts IORMX vs SFCNX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.41B
Allspring California Ltd-Trm Tx-FrInst
Price$10.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets328.26M
IORMX vs SFCNX Comparison Chart in %
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IORMX vs. SFCNX commentary
Jul 22, 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: 1.41B vs. SFCNX (328M). IORMX pays higher dividends than SFCNX: IORMX (3.76) vs SFCNX (2.49). IORMX was incepted earlier than SFCNX: IORMX (6 years) vs SFCNX (11 years). SFCNX (0.54) and IORMX (0.52) have similar cost to investors . IORMX is a more actively managed with annual turnover of: 26.00 vs. SFCNX (24.00). IORMX (1000000) and SFCNX (1000000) have matching initial minimum investment requirements. SFCNX annual gain was more profitable for investors over the last year : 3.25 vs. IORMX (1.19). IORMX return over 5 years is better than : 6.37 vs. SFCNX (3.73).
| IORMX | SFCNX | IORMX / SFCNX | |
| Total Expense Ratio | 0.52 | 0.50 | 104% |
| Annual Report Gross Expense Ratio | 0.52 | 0.54 | 96% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 0.078 | 1.767 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 328M | 429% |
| Annual Yield % from dividends | 3.76 | 2.49 | 151% |
| Returns for 1 year | 1.19 | 3.25 | 37% |
| Returns for 3 years | 7.07 | 7.84 | 90% |
| Returns for 5 years | 6.37 | 3.73 | 171% |
| Returns for 10 years | N/A | 8.48 | - |
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