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ETPAX vs OPATX
ETPAX vs OPATX Comparison
Open Charts ETPAX vs OPATX
Eaton Vance PA Municipal Income A
Price$7.39
Change-$0.04 (-0.54%)
VolumeN/A
Net Assets158.82M
Invesco Pennsylvania Municipal A
Price$9.84
Change-$0.04 (-0.40%)
VolumeN/A
Net Assets698.78M
ETPAX vs OPATX Comparison Chart
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ETPAX vs. OPATX commentary
May 23, 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 ETPAX is a Hold and OPATX is a Hold.
FUNDAMENTALS
Fundamentals
OPATX has more cash in the bank: 699M vs. ETPAX (159M). OPATX pays higher dividends than ETPAX: OPATX (4.11) vs ETPAX (3.90). ETPAX was incepted earlier than OPATX: ETPAX (31 years) vs OPATX (36 years). OPATX (0.95) is less costly to investors than ETPAX (0.75). ETPAX is a more actively managed with annual turnover of: 61.00 vs. OPATX (28.00). OPATX initial investment is less costly to investors than ETPAX (3%) vs ETPAX (3%). ETPAX (1000) and OPATX (1000) have matching initial minimum investment requirements. OPATX annual gain was more profitable for investors over the last year : 0.13 vs. ETPAX (-0.04). OPATX return over 5 years is better than : 7.73 vs. ETPAX (-3.81).
| ETPAX | OPATX | ETPAX / OPATX | |
| Total Expense Ratio | 0.75 | 0.95 | 79% |
| Annual Report Gross Expense Ratio | 0.75 | 0.95 | 79% |
| Fund Existence | 31 years | 36 years | - |
| Gain YTD | -2.529 | -2.761 | 92% |
| Front Load | 3% | 4% | 76% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 699M | 23% |
| Annual Yield % from dividends | 3.90 | 4.11 | 95% |
| Returns for 1 year | -0.04 | 0.13 | -33% |
| Returns for 3 years | 4.32 | 6.44 | 67% |
| Returns for 5 years | -3.81 | 7.73 | -49% |
| Returns for 10 years | -3.64 | 21.09 | -17% |
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