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IORUX vs MBNYX
IORUX vs MBNYX Comparison
Open Charts IORUX vs MBNYX
Invesco Rochester® New York MunicipalsR6
Price$14.33
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.17B
MFS NY Municipal Bond B
Price$9.77
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets176.97M
IORUX vs MBNYX Comparison Chart
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IORUX vs. MBNYX commentary
Apr 29, 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 IORUX is a Hold and MBNYX is a Hold.
FUNDAMENTALS
Fundamentals
IORUX has more cash in the bank: 4.17B vs. MBNYX (177M). IORUX pays higher dividends than MBNYX: IORUX (4.57) vs MBNYX (2.73). IORUX was incepted earlier than MBNYX: IORUX (6 years) vs MBNYX (32 years). MBNYX (1.70) is less costly to investors than IORUX (0.98). MBNYX is a more actively managed with annual turnover of: 29.00 vs. IORUX (27.00). MBNYX has a lower initial minimum investment than IORUX: MBNYX (1000) vs IORUX (1000000). MBNYX annual gain was more profitable for investors over the last year : 1.37 vs. IORUX (-0.21). IORUX return over 5 years is better than : 11.14 vs. MBNYX (2.30).
| IORUX | MBNYX | IORUX / MBNYX | |
| Total Expense Ratio | 0.98 | 1.58 | 62% |
| Annual Report Gross Expense Ratio | 0.98 | 1.70 | 58% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | -4.023 | -2.622 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 177M | 2,358% |
| Annual Yield % from dividends | 4.57 | 2.73 | 167% |
| Returns for 1 year | -0.21 | 1.37 | -15% |
| Returns for 3 years | 5.02 | 2.68 | 187% |
| Returns for 5 years | 11.14 | 2.30 | 484% |
| Returns for 10 years | N/A | 6.15 | - |
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