Interact to see
Advertisement
Advertisement
IORHX vs PTYIX
IORHX vs PTYIX Comparison
Open Charts IORHX vs PTYIX
Invesco Rochester® Municipal Opps R5
Price$6.49
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets9.2B
T. Rowe Price Tax Free High Yield I
Price$10.70
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets3.23B
IORHX vs PTYIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IORHX vs. PTYIX commentary
May 25, 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: 9.21B vs. PTYIX (3.23B). IORHX pays higher dividends than PTYIX: IORHX (5.69) vs PTYIX (4.10). IORHX was incepted earlier than PTYIX: IORHX (6 years) vs PTYIX (8 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 : 1.88 vs. IORHX (0.83). IORHX return over 5 years is better than : 14.38 vs. PTYIX (11.25).
| 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 | 8 years | - |
| Gain YTD | -3.055 | -2.397 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.21B | 3.23B | 285% |
| Annual Yield % from dividends | 5.69 | 4.10 | 139% |
| Returns for 1 year | 0.83 | 1.88 | 44% |
| Returns for 3 years | 8.86 | 8.13 | 109% |
| Returns for 5 years | 14.38 | 11.25 | 128% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement