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LTNYX vs SFCIX
LTNYX vs SFCIX Comparison
Open Charts LTNYX vs SFCIX
Invesco Rochester® Limited Tm NY Mncpl A
Price$2.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43B
Allspring California Ltd-Trm Tx-Fr A
Price$10.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets297.18M
LTNYX vs SFCIX Comparison Chart
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LTNYX vs. SFCIX commentary
May 12, 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 LTNYX is a Hold and SFCIX is a Hold.
FUNDAMENTALS
Fundamentals
LTNYX has more cash in the bank: 1.43B vs. SFCIX (297M). LTNYX pays higher dividends than SFCIX: LTNYX (3.42) vs SFCIX (2.26). LTNYX was incepted earlier than SFCIX: LTNYX (34 years) vs SFCIX (33 years). LTNYX (0.90) and SFCIX (0.86) have similar cost to investors . SFCIX is a more actively managed with annual turnover of: 24.00 vs. LTNYX (21.00). LTNYX initial investment is less costly to investors than SFCIX (2%) vs SFCIX (2%). LTNYX (1000) and SFCIX (1000) have matching initial minimum investment requirements. SFCIX annual gain was more profitable for investors over the last year : 2.59 vs. LTNYX (1.58). LTNYX return over 5 years is better than : 7.88 vs. SFCIX (3.60).
| LTNYX | SFCIX | LTNYX / SFCIX | |
| Total Expense Ratio | 0.90 | 0.80 | 113% |
| Annual Report Gross Expense Ratio | 0.90 | 0.86 | 105% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | -0.291 | 0.444 | -65% |
| Front Load | 3% | 2% | 125% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 297M | 480% |
| Annual Yield % from dividends | 3.42 | 2.26 | 151% |
| Returns for 1 year | 1.58 | 2.59 | 61% |
| Returns for 3 years | 7.46 | 7.02 | 106% |
| Returns for 5 years | 7.88 | 3.60 | 219% |
| Returns for 10 years | 10.41 | 5.22 | 200% |
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