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IORNX vs RMUNX
IORNX vs RMUNX Comparison
Open Charts IORNX vs RMUNX
Invesco Rochester® AMT-Free NY Mncpl R6
Price$9.93
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets609.98M
Invesco Rochester® New York Municipals A
Price$14.26
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets4.14B
IORNX vs RMUNX Comparison Chart
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IORNX vs. RMUNX commentary
Apr 26, 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 IORNX is a Hold and RMUNX is a Hold.
FUNDAMENTALS
Fundamentals
RMUNX has more cash in the bank: 4.14B vs. IORNX (610M). IORNX pays higher dividends than RMUNX: IORNX (4.65) vs RMUNX (4.27). IORNX was incepted earlier than RMUNX: IORNX (6 years) vs RMUNX (39 years). RMUNX (1.27) is less costly to investors than IORNX (1.07). RMUNX is a more actively managed with annual turnover of: 27.00 vs. IORNX (24.00). RMUNX has a lower initial minimum investment than IORNX: RMUNX (1000) vs IORNX (1000000). IORNX annual gain was more profitable for investors over the last year : -0.99 vs. RMUNX (-1.93). RMUNX return over 5 years is better than : 7.09 vs. IORNX (6.44).
| IORNX | RMUNX | IORNX / RMUNX | |
| Total Expense Ratio | 1.07 | 1.27 | 84% |
| Annual Report Gross Expense Ratio | 1.07 | 1.27 | 84% |
| Fund Existence | 6 years | 39 years | - |
| Gain YTD | -4.158 | -4.967 | 84% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 4.14B | 15% |
| Annual Yield % from dividends | 4.65 | 4.27 | 109% |
| Returns for 1 year | -0.99 | -1.93 | 51% |
| Returns for 3 years | 3.68 | 3.06 | 121% |
| Returns for 5 years | 6.44 | 7.09 | 91% |
| Returns for 10 years | N/A | 20.63 | - |