Ad is loading...
IORPX vs PTEPX
IORPX vs PTEPX Comparison
Open Charts IORPX vs PTEPX
Invesco Pennsylvania MunicipalR6
Price$9.93
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets702.74M
Putnam PA Tax Exempt Income A
Price$8.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.23M
IORPX vs PTEPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IORPX vs. PTEPX 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 IORPX is a Hold and PTEPX is a Hold.
FUNDAMENTALS
Fundamentals
IORPX has more cash in the bank: 703M vs. PTEPX (96.2M). IORPX pays higher dividends than PTEPX: IORPX (4.36) vs PTEPX (3.15). IORPX was incepted earlier than PTEPX: IORPX (6 years) vs PTEPX (36 years). PTEPX (0.89) is less costly to investors than IORPX (0.64). PTEPX is a more actively managed with annual turnover of: 22.00 vs. IORPX (11.00). PTEPX has a lower initial minimum investment than IORPX: PTEPX (0) vs IORPX (1000000). IORPX annual gain was more profitable for investors over the last year : 1.52 vs. PTEPX (-1.42). IORPX return over 5 years is better than : 11.71 vs. PTEPX (-6.21).
| IORPX | PTEPX | IORPX / PTEPX | |
| Total Expense Ratio | 0.64 | 0.89 | 72% |
| Annual Report Gross Expense Ratio | 0.64 | 0.89 | 72% |
| Fund Existence | 6 years | 36 years | - |
| Gain YTD | -2.630 | -3.020 | 87% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 96.2M | 731% |
| Annual Yield % from dividends | 4.36 | 3.15 | 138% |
| Returns for 1 year | 1.52 | -1.42 | -107% |
| Returns for 3 years | 5.24 | -3.35 | -156% |
| Returns for 5 years | 11.71 | -6.21 | -189% |
| Returns for 10 years | N/A | -7.38 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...