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IORHX vs PTYIX
IORHX vs PTYIX Comparison
Open Charts IORHX vs PTYIX
Invesco Rochester® Municipal Opps R5
Price$6.49
Change-$0.01 (-0.15%)
VolumeN/A
Net Assets9.2B
T. Rowe Price Tax Free High Yield I
Price$10.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets3.26B
IORHX vs PTYIX Comparison Chart
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IORHX vs. PTYIX commentary
Jun 14, 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 IORHX is a Hold and PTYIX is a Hold.
FUNDAMENTALS
Fundamentals
IORHX has more cash in the bank: 9.2B vs. PTYIX (3.26B). IORHX pays higher dividends than PTYIX: IORHX (5.75) vs PTYIX (4.13). IORHX was incepted earlier than PTYIX: IORHX (6 years) vs PTYIX (9 years). IORHX (1.09) is less costly to investors than PTYIX (0.50). IORHX is a more actively managed with annual turnover of: 25.00 vs. PTYIX (14.20). PTYIX has a lower initial minimum investment than IORHX: PTYIX (500000) vs IORHX (1000000). PTYIX annual gain was more profitable for investors over the last year : 0.62 vs. IORHX (-0.61). IORHX return over 5 years is better than : 10.47 vs. PTYIX (8.52).
| IORHX | PTYIX | IORHX / PTYIX | |
| Total Expense Ratio | 1.09 | 0.50 | 218% |
| Annual Report Gross Expense Ratio | 1.09 | 0.50 | 218% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -2.439 | -1.581 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2B | 3.26B | 283% |
| Annual Yield % from dividends | 5.75 | 4.13 | 139% |
| Returns for 1 year | -0.61 | 0.62 | -98% |
| Returns for 3 years | 12.67 | 11.39 | 111% |
| Returns for 5 years | 10.47 | 8.52 | 123% |
| Returns for 10 years | N/A | N/A | - |
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