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IORMX vs WNTFX
IORMX vs WNTFX Comparison
Open Charts IORMX vs WNTFX
Invesco Rochester® Limited Tm NY MncplR6
Price$2.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.42B
Weitz Nebraska Tax Free Income
Price$9.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets19.1M
IORMX vs WNTFX Comparison Chart in %
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IORMX vs. WNTFX 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 WNTFX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.42B vs. WNTFX (19.1M). IORMX pays higher dividends than WNTFX: IORMX (3.76) vs WNTFX (2.05). IORMX was incepted earlier than WNTFX: IORMX (6 years) vs WNTFX (19 years). WNTFX (1.08) is less costly to investors than IORMX (0.59). IORMX is a more actively managed with annual turnover of: 26.00 vs. WNTFX (2.00). WNTFX has a lower initial minimum investment than IORMX: WNTFX (2500) vs IORMX (1000000). WNTFX annual gain was more profitable for investors over the last year : 3.54 vs. IORMX (1.90). IORMX return over 5 years is better than : 7.12 vs. WNTFX (3.22).
| IORMX | WNTFX | IORMX / WNTFX | |
| Total Expense Ratio | 0.59 | 0.46 | 128% |
| Annual Report Gross Expense Ratio | 0.59 | 1.08 | 55% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 0.126 | 1.511 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 19.1M | 7,435% |
| Annual Yield % from dividends | 3.76 | 2.05 | 183% |
| Returns for 1 year | 1.90 | 3.54 | 54% |
| Returns for 3 years | 9.30 | 7.42 | 125% |
| Returns for 5 years | 7.12 | 3.22 | 221% |
| Returns for 10 years | N/A | 11.32 | - |