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LTBYX vs PCDAX
LTBYX vs PCDAX Comparison
Open Charts LTBYX vs PCDAX
Invesco Rochester® Limited Tm NY Mncpl Y
Price$2.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.41B
LTBYX vs PCDAX Comparison Chart in %
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LTBYX vs. PCDAX commentary
Jul 23, 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 LTBYX is a Hold and PCDAX is a Hold.
FUNDAMENTALS
Fundamentals
LTBYX has more cash in the bank: 1.41B vs. PCDAX (173M). LTBYX pays higher dividends than PCDAX: LTBYX (3.71) vs PCDAX (2.52). LTBYX was incepted earlier than PCDAX: LTBYX (14 years) vs PCDAX (19 years). PCDAX (0.73) is less costly to investors than LTBYX (0.58). PCDAX is a more actively managed with annual turnover of: 47.00 vs. LTBYX (26.00). LTBYX (1000) and PCDAX (1000) have matching initial minimum investment requirements. PCDAX annual gain was more profitable for investors over the last year : 2.44 vs. LTBYX (1.15). LTBYX return over 5 years is better than : 6.12 vs. PCDAX (3.69).
| LTBYX | PCDAX | LTBYX / PCDAX | |
| Total Expense Ratio | 0.58 | 0.73 | 79% |
| Annual Report Gross Expense Ratio | 0.58 | 0.73 | 79% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 0.059 | 1.245 | 5% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 173M | 814% |
| Annual Yield % from dividends | 3.71 | 2.52 | 148% |
| Returns for 1 year | 1.15 | 2.44 | 47% |
| Returns for 3 years | 7.30 | 6.33 | 115% |
| Returns for 5 years | 6.12 | 3.69 | 166% |
| Returns for 10 years | 21.17 | 8.88 | 238% |
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