Interact to see
Advertisement
Advertisement
IORUX vs NYAAX
IORUX vs NYAAX Comparison
Open Charts IORUX vs NYAAX
Invesco Rochester® New York MunicipalsR6
Price$13.77
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets3.92B
American Funds Tax-Exempt Fund of NY A
Price$9.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets267.94M
IORUX vs NYAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IORUX vs. NYAAX commentary
Jul 27, 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 NYAAX is a Hold.
FUNDAMENTALS
Fundamentals
IORUX has more cash in the bank: 3.92B vs. NYAAX (268M). IORUX pays higher dividends than NYAAX: IORUX (4.84) vs NYAAX (3.19). IORUX was incepted earlier than NYAAX: IORUX (6 years) vs NYAAX (15 years). IORUX (0.98) is less costly to investors than NYAAX (0.66). NYAAX is a more actively managed with annual turnover of: 20.00 vs. IORUX (13.00). NYAAX has a lower initial minimum investment than IORUX: NYAAX (1000) vs IORUX (1000000). NYAAX annual gain was more profitable for investors over the last year : -5.52 vs. IORUX (-5.97). IORUX return over 5 years is better than : 0.24 vs. NYAAX (-12.96).
| IORUX | NYAAX | IORUX / NYAAX | |
| Total Expense Ratio | 0.98 | 0.60 | 163% |
| Annual Report Gross Expense Ratio | 0.98 | 0.66 | 148% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | -6.677 | -4.960 | 135% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 268M | 1,463% |
| Annual Yield % from dividends | 4.84 | 3.19 | 152% |
| Returns for 1 year | -5.97 | -5.52 | 108% |
| Returns for 3 years | 1.37 | -5.15 | -27% |
| Returns for 5 years | 0.24 | -12.96 | -2% |
| Returns for 10 years | N/A | -7.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement