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IORPX vs PTEPX
IORPX vs PTEPX Comparison
Open Charts IORPX vs PTEPX
Invesco Pennsylvania MunicipalR6
Price$9.83
Change-$0.04 (-0.41%)
VolumeN/A
Net Assets698.78M
Putnam PA Tax Exempt Income A
Price$8.30
Change-$0.03 (-0.36%)
VolumeN/A
Net Assets96.77M
IORPX vs PTEPX Comparison Chart
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IORPX vs. PTEPX 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 PTEPX is a Hold.
FUNDAMENTALS
Fundamentals
IORPX has more cash in the bank: 699M vs. PTEPX (96.8M). IORPX pays higher dividends than PTEPX: IORPX (4.43) vs PTEPX (3.22). 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). IORPX is a more actively managed with annual turnover of: 28.00 vs. PTEPX (22.00). 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 : 0.44 vs. PTEPX (-2.34). IORPX return over 5 years is better than : 9.32 vs. PTEPX (-8.67).
| 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 | -2.757 | -3.252 | 85% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 96.8M | 722% |
| Annual Yield % from dividends | 4.43 | 3.22 | 138% |
| Returns for 1 year | 0.44 | -2.34 | -19% |
| Returns for 3 years | 7.33 | -2.11 | -348% |
| Returns for 5 years | 9.32 | -8.67 | -107% |
| Returns for 10 years | N/A | -7.10 | - |
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