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IORPX vs PPTRX
IORPX vs PPTRX Comparison
Open Charts IORPX vs PPTRX
Invesco Pennsylvania MunicipalR6
Price$9.85
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets695.39M
Putnam PA Tax Exempt Income R6
Price$8.33
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets96.4M
IORPX vs PPTRX Comparison Chart
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IORPX vs. PPTRX commentary
May 24, 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 IORPX is a Hold and PPTRX is a Hold.
FUNDAMENTALS
Fundamentals
IORPX has more cash in the bank: 695M vs. PPTRX (96.4M). IORPX pays higher dividends than PPTRX: IORPX (4.43) vs PPTRX (3.50). IORPX was incepted earlier than PPTRX: IORPX (6 years) vs PPTRX (7 years). IORPX (0.64) and PPTRX (0.61) have similar cost to investors . IORPX is a more actively managed with annual turnover of: 28.00 vs. PPTRX (22.00). PPTRX has a lower initial minimum investment than IORPX: PPTRX (0) vs IORPX (1000000). IORPX annual gain was more profitable for investors over the last year : 0.53 vs. PPTRX (-2.12). IORPX return over 5 years is better than : 9.09 vs. PPTRX (-8.79).
| IORPX | PPTRX | IORPX / PPTRX | |
| Total Expense Ratio | 0.64 | 0.61 | 105% |
| Annual Report Gross Expense Ratio | 0.64 | 0.61 | 105% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | -2.954 | -3.364 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 96.4M | 721% |
| Annual Yield % from dividends | 4.43 | 3.50 | 127% |
| Returns for 1 year | 0.53 | -2.12 | -25% |
| Returns for 3 years | 6.29 | -2.79 | -225% |
| Returns for 5 years | 9.09 | -8.79 | -103% |
| Returns for 10 years | N/A | N/A | - |
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