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LTBYX vs SFCNX
LTBYX vs SFCNX Comparison
Open Charts LTBYX vs SFCNX
Invesco Rochester® Limited Tm NY Mncpl Y
Price$2.81
Change+$0.01 (+0.36%)
VolumeN/A
CapitalizationN/A
Allspring California Ltd-Trm Tx-FrInst
Price$10.00
Change+$0.03 (+0.30%)
VolumeN/A
CapitalizationN/A
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LTBYX vs SFCNX Comparison Chart
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LTBYX vs. SFCNX commentary
Nov 10, 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 SFCNX is a Hold.
FUNDAMENTALS
Fundamentals
LTBYX has more cash in the bank: 1.47B vs. SFCNX (307M). LTBYX pays higher dividends than SFCNX: LTBYX (3.39) vs SFCNX (2.52). LTBYX was incepted earlier than SFCNX: LTBYX (14 years) vs SFCNX (10 years). LTBYX is a more actively managed with annual turnover of: 60.00 vs. SFCNX (35.00). LTBYX has a lower initial minimum investment than SFCNX: LTBYX (1000) vs SFCNX (1000000). LTBYX annual gain was more profitable for investors over the last year : 6.99 vs. SFCNX (5.82). LTBYX return over 5 years is better than : 8.34 vs. SFCNX (3.14).
| LTBYX | SFCNX | LTBYX / SFCNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 3.339 | 2.171 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 307M | 479% |
| Annual Yield % from dividends | 3.39 | 2.52 | 135% |
| Returns for 1 year | 6.99 | 5.82 | 120% |
| Returns for 3 years | 1.13 | 0.81 | 140% |
| Returns for 5 years | 8.34 | 3.14 | 266% |
| Returns for 10 years | 17.38 | 6.48 | 268% |