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IORMX vs SNCAX
IORMX vs SNCAX Comparison
Open Charts IORMX vs SNCAX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.76
Change+$0.01 (+0.36%)
VolumeN/A
Net Assets1.41B
Bernstein CA Municipal
Price$13.81
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets1.07B
IORMX vs SNCAX Comparison Chart in %
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IORMX vs. SNCAX 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 SNCAX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.41B vs. SNCAX (1.07B). IORMX pays higher dividends than SNCAX: IORMX (3.16) vs SNCAX (2.97). IORMX was incepted earlier than SNCAX: IORMX (6 years) vs SNCAX (35 years). SNCAX (0.57) is less costly to investors than IORMX (0.52). 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). SNCAX annual gain was more profitable for investors over the last year : 1.54 vs. IORMX (0.62). SNCAX return over 5 years is better than : 6.56 vs. IORMX (6.17).
| IORMX | SNCAX | IORMX / SNCAX | |
| Total Expense Ratio | 0.52 | 0.57 | 91% |
| Annual Report Gross Expense Ratio | 0.52 | 0.57 | 91% |
| Fund Existence | 6 years | 35 years | - |
| Gain YTD | 0.443 | 1.702 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 25000 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 1.07B | 132% |
| Annual Yield % from dividends | 3.16 | 2.97 | 107% |
| Returns for 1 year | 0.62 | 1.54 | 40% |
| Returns for 3 years | 8.48 | 10.18 | 83% |
| Returns for 5 years | 6.17 | 6.56 | 94% |
| Returns for 10 years | N/A | 14.44 | - |
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