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IORNX vs RMUNX
IORNX vs RMUNX Comparison
Open Charts IORNX vs RMUNX
Invesco Rochester® AMT-Free NY Mncpl R6
Price$9.87
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets611.38M
Invesco Rochester® New York Municipals A
Price$14.15
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets4.11B
IORNX vs RMUNX Comparison Chart
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IORNX vs. RMUNX 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 IORNX is a Hold and RMUNX is a Hold.
FUNDAMENTALS
Fundamentals
RMUNX has more cash in the bank: 4.11B vs. IORNX (611M). IORNX pays higher dividends than RMUNX: IORNX (4.73) vs RMUNX (4.36). 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). IORNX is a more actively managed with annual turnover of: 17.00 vs. RMUNX (13.00). 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 : -1.15 vs. RMUNX (-2.23). RMUNX return over 5 years is better than : 5.36 vs. IORNX (4.98).
| 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 | -3.867 | -4.798 | 81% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 611M | 4.11B | 15% |
| Annual Yield % from dividends | 4.73 | 4.36 | 109% |
| Returns for 1 year | -1.15 | -2.23 | 52% |
| Returns for 3 years | 5.67 | 4.99 | 114% |
| Returns for 5 years | 4.98 | 5.36 | 93% |
| Returns for 10 years | N/A | 21.63 | - |