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LTBYX vs SFCNX
LTBYX vs SFCNX Comparison
Open Charts LTBYX vs SFCNX
Invesco Rochester® Limited Tm NY Mncpl Y
Price$2.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.42B
Allspring California Ltd-Trm Tx-FrInst
Price$10.01
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets324.23M
LTBYX vs SFCNX Comparison Chart in %
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LTBYX vs. SFCNX commentary
Jun 30, 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 SFCNX is a Hold.
FUNDAMENTALS
Fundamentals
LTBYX has more cash in the bank: 1.42B vs. SFCNX (324M). LTBYX pays higher dividends than SFCNX: LTBYX (3.71) vs SFCNX (2.53). LTBYX was incepted earlier than SFCNX: LTBYX (14 years) vs SFCNX (11 years). LTBYX (0.65) is less costly to investors than SFCNX (0.54). LTBYX is a more actively managed with annual turnover of: 26.00 vs. SFCNX (24.00). LTBYX has a lower initial minimum investment than SFCNX: LTBYX (1000) vs SFCNX (1000000). SFCNX annual gain was more profitable for investors over the last year : 3.59 vs. LTBYX (1.86). LTBYX return over 5 years is better than : 6.87 vs. SFCNX (4.17).
| LTBYX | SFCNX | LTBYX / SFCNX | |
| Total Expense Ratio | 0.65 | 0.50 | 130% |
| Annual Report Gross Expense Ratio | 0.65 | 0.54 | 120% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 0.110 | 1.453 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 324M | 438% |
| Annual Yield % from dividends | 3.71 | 2.53 | 147% |
| Returns for 1 year | 1.86 | 3.59 | 52% |
| Returns for 3 years | 9.15 | 8.49 | 108% |
| Returns for 5 years | 6.87 | 4.17 | 165% |
| Returns for 10 years | 19.26 | 8.45 | 228% |
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