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LTCIX vs LTNYX
LTCIX vs LTNYX Comparison
Open Charts LTCIX vs LTNYX
Thornburg CA Limited-Term Muni Instl
Price$13.07
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets289.69M
Invesco Rochester® Limited Tm NY Mncpl A
Price$2.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43B
LTCIX vs LTNYX Comparison Chart in %
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LTCIX vs. LTNYX commentary
Sep 16, 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 LTCIX is a Hold and LTNYX is a Hold.
FUNDAMENTALS
Fundamentals
LTNYX has more cash in the bank: 1.43B vs. LTCIX (290M). LTCIX pays higher dividends than LTNYX: LTCIX (3.21) vs LTNYX (2.91). LTCIX was incepted earlier than LTNYX: LTCIX (28 years) vs LTNYX (34 years). LTNYX (0.83) is less costly to investors than LTCIX (0.71). LTCIX is a more actively managed with annual turnover of: 46.36 vs. LTNYX (26.00). LTNYX has a lower initial minimum investment than LTCIX: LTNYX (1000) vs LTCIX (2500000). LTCIX annual gain was more profitable for investors over the last year : 3.45 vs. LTNYX (1.46). LTNYX return over 5 years is better than : 6.52 vs. LTCIX (4.80).
| LTCIX | LTNYX | LTCIX / LTNYX | |
| Total Expense Ratio | 0.49 | 0.83 | 59% |
| Annual Report Gross Expense Ratio | 0.71 | 0.83 | 86% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 4.115 | 1.752 | 235% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 1.43B | 20% |
| Annual Yield % from dividends | 3.21 | 2.91 | 110% |
| Returns for 1 year | 3.45 | 1.46 | 235% |
| Returns for 3 years | 11.36 | 10.30 | 110% |
| Returns for 5 years | 4.80 | 6.52 | 74% |
| Returns for 10 years | 10.02 | 17.17 | 58% |
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