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FTNYX vs RMUNX
FTNYX vs RMUNX Comparison
Open Charts FTNYX vs RMUNX
Macquarie Tax-Free NY A
Price$10.17
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets269.94M
Invesco Rochester® New York Municipals A
Price$14.31
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets4.17B
FTNYX vs RMUNX Comparison Chart
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FTNYX vs. RMUNX commentary
Apr 28, 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 FTNYX is a Hold and RMUNX is a Hold.
FUNDAMENTALS
Fundamentals
RMUNX has more cash in the bank: 4.17B vs. FTNYX (270M). RMUNX pays higher dividends than FTNYX: RMUNX (4.27) vs FTNYX (3.61). FTNYX was incepted earlier than RMUNX: FTNYX (38 years) vs RMUNX (39 years). RMUNX (1.27) is less costly to investors than FTNYX (0.97). RMUNX is a more actively managed with annual turnover of: 27.00 vs. FTNYX (21.00). FTNYX initial investment is less costly to investors than RMUNX (4%) vs RMUNX (4%). FTNYX (1000) and RMUNX (1000) have matching initial minimum investment requirements. FTNYX annual gain was more profitable for investors over the last year : 0.15 vs. RMUNX (-0.44). RMUNX return over 5 years is better than : 8.08 vs. FTNYX (2.25).
| FTNYX | RMUNX | FTNYX / RMUNX | |
| Total Expense Ratio | 0.80 | 1.27 | 63% |
| Annual Report Gross Expense Ratio | 0.97 | 1.27 | 76% |
| Fund Existence | 38 years | 39 years | - |
| Gain YTD | -3.196 | -4.096 | 78% |
| Front Load | 5% | 4% | 106% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 4.17B | 6% |
| Annual Yield % from dividends | 3.61 | 4.27 | 85% |
| Returns for 1 year | 0.15 | -0.44 | -34% |
| Returns for 3 years | 1.54 | 4.07 | 38% |
| Returns for 5 years | 2.25 | 8.08 | 28% |
| Returns for 10 years | 10.78 | 21.89 | 49% |
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