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LTBYX vs SFCNX
LTBYX vs SFCNX Comparison
Open Charts LTBYX vs SFCNX
Invesco Rochester® Limited Tm NY Mncpl Y
Price$2.74
Change+$0.01 (+0.37%)
VolumeN/A
Net Assets1.41B
Allspring California Ltd-Trm Tx-FrInst
Price$10.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets328.26M
LTBYX vs SFCNX Comparison Chart in %
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LTBYX vs. SFCNX commentary
Jul 22, 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: 1.41B vs. SFCNX (328M). LTBYX pays higher dividends than SFCNX: LTBYX (3.71) vs SFCNX (2.49). LTBYX was incepted earlier than SFCNX: LTBYX (14 years) vs SFCNX (11 years). LTBYX (0.58) 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 : 3.25 vs. LTBYX (0.78). LTBYX return over 5 years is better than : 5.73 vs. SFCNX (3.73).
| LTBYX | SFCNX | LTBYX / SFCNX | |
| Total Expense Ratio | 0.58 | 0.50 | 116% |
| Annual Report Gross Expense Ratio | 0.58 | 0.54 | 107% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -0.306 | 1.767 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 328M | 429% |
| Annual Yield % from dividends | 3.71 | 2.49 | 149% |
| Returns for 1 year | 0.78 | 3.25 | 24% |
| Returns for 3 years | 6.91 | 7.84 | 88% |
| Returns for 5 years | 5.73 | 3.73 | 153% |
| Returns for 10 years | 20.73 | 8.48 | 244% |
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