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IORHX vs PTYIX
IORHX vs PTYIX Comparison
Open Charts IORHX vs PTYIX
Invesco Rochester® Municipal Opps R5
Price$6.53
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets9.26B
T. Rowe Price Tax Free High Yield I
Price$10.72
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets3.32B
IORHX vs PTYIX Comparison Chart
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IORHX vs. PTYIX commentary
Apr 30, 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: 9.26B vs. PTYIX (3.32B). IORHX pays higher dividends than PTYIX: IORHX (5.59) vs PTYIX (4.01). 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 : 2.52 vs. IORHX (1.88). IORHX return over 5 years is better than : 18.06 vs. PTYIX (13.07).
| 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 | -3.067 | -2.738 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.26B | 3.32B | 279% |
| Annual Yield % from dividends | 5.59 | 4.01 | 139% |
| Returns for 1 year | 1.88 | 2.52 | 75% |
| Returns for 3 years | 7.16 | 5.75 | 124% |
| Returns for 5 years | 18.06 | 13.07 | 138% |
| Returns for 10 years | N/A | N/A | - |