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LTBYX vs PCDIX
LTBYX vs PCDIX Comparison
Open Charts LTBYX vs PCDIX
Invesco Rochester® Limited Tm NY Mncpl Y
Price$2.81
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LTBYX vs PCDIX Comparison Chart
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LTBYX vs. PCDIX commentary
Nov 13, 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 PCDIX is a Hold.
FUNDAMENTALS
Fundamentals
LTBYX has more cash in the bank: 1.47B vs. PCDIX (126M). LTBYX pays higher dividends than PCDIX: LTBYX (3.39) vs PCDIX (2.61). LTBYX was incepted earlier than PCDIX: LTBYX (14 years) vs PCDIX (18 years). LTBYX is a more actively managed with annual turnover of: 60.00 vs. PCDIX (57.00). LTBYX has a lower initial minimum investment than PCDIX: LTBYX (1000) vs PCDIX (1000000). LTBYX annual gain was more profitable for investors over the last year : 6.99 vs. PCDIX (4.89). LTBYX return over 5 years is better than : 7.98 vs. PCDIX (5.24).
| LTBYX | PCDIX | LTBYX / PCDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 3.339 | 2.459 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 126M | 1,167% |
| Annual Yield % from dividends | 3.39 | 2.61 | 130% |
| Returns for 1 year | 6.99 | 4.89 | 143% |
| Returns for 3 years | 1.13 | 2.88 | 39% |
| Returns for 5 years | 7.98 | 5.24 | 152% |
| Returns for 10 years | 17.38 | 10.68 | 163% |
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