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LTBYX vs PCDAX
LTBYX vs PCDAX Comparison
Open Charts LTBYX vs PCDAX
Invesco Rochester® Limited Tm NY Mncpl Y
Price$2.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LTBYX vs PCDAX Comparison Chart
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LTBYX vs. PCDAX commentary
Sep 19, 2024
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: 1.48B vs. PCDAX (127M). LTBYX pays higher dividends than PCDAX: LTBYX (3.39) vs PCDAX (2.22). LTBYX was incepted earlier than PCDAX: LTBYX (13 years) vs PCDAX (18 years). LTBYX is a more actively managed with annual turnover of: 60.00 vs. PCDAX (57.00). LTBYX (1000) and PCDAX (1000) have matching initial minimum investment requirements. LTBYX annual gain was more profitable for investors over the last year : 6.55 vs. PCDAX (4.77). LTBYX return over 5 years is better than : 8.28 vs. PCDAX (3.82).
| LTBYX | PCDAX | LTBYX / PCDAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 3.440 | 2.222 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 127M | 1,165% |
| Annual Yield % from dividends | 3.39 | 2.22 | 153% |
| Returns for 1 year | 6.55 | 4.77 | 137% |
| Returns for 3 years | 1.37 | 1.80 | 76% |
| Returns for 5 years | 8.28 | 3.82 | 217% |
| Returns for 10 years | 17.92 | 7.29 | 246% |
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