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IORMX vs SNCAX
IORMX vs SNCAX Comparison
Open Charts IORMX vs SNCAX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.42B
Bernstein CA Municipal
Price$13.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.04B
IORMX vs SNCAX Comparison Chart in %
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IORMX vs. SNCAX commentary
Jun 29, 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 SNCAX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.42B vs. SNCAX (1.04B). IORMX pays higher dividends than SNCAX: IORMX (3.76) vs SNCAX (2.97). IORMX was incepted earlier than SNCAX: IORMX (6 years) vs SNCAX (35 years). IORMX (0.59) and SNCAX (0.57) have similar cost to investors . SNCAX is a more actively managed with annual turnover of: 39.00 vs. IORMX (26.00). SNCAX has a lower initial minimum investment than IORMX: SNCAX (25000) vs IORMX (1000000). IORMX annual gain was more profitable for investors over the last year : 1.90 vs. SNCAX (1.77). IORMX return over 5 years is better than : 7.12 vs. SNCAX (6.34).
| IORMX | SNCAX | IORMX / SNCAX | |
| Total Expense Ratio | 0.59 | 0.57 | 104% |
| Annual Report Gross Expense Ratio | 0.59 | 0.57 | 104% |
| Fund Existence | 6 years | 35 years | - |
| Gain YTD | 0.126 | 0.277 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 25000 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.04B | 137% |
| Annual Yield % from dividends | 3.76 | 2.97 | 126% |
| Returns for 1 year | 1.90 | 1.77 | 108% |
| Returns for 3 years | 9.30 | 9.17 | 101% |
| Returns for 5 years | 7.12 | 6.34 | 112% |
| Returns for 10 years | N/A | 13.07 | - |
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