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IORUX vs NYAAX
IORUX vs NYAAX Comparison
Open Charts IORUX vs NYAAX
Invesco Rochester® New York MunicipalsR6
Price$14.32
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets4.16B
American Funds Tax-Exempt Fund of NY A
Price$9.73
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets270.33M
IORUX vs NYAAX Comparison Chart
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IORUX vs. NYAAX commentary
Apr 26, 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: 4.16B vs. NYAAX (270M). IORUX pays higher dividends than NYAAX: IORUX (4.57) vs NYAAX (3.11). IORUX was incepted earlier than NYAAX: IORUX (6 years) vs NYAAX (14 years). IORUX (0.98) is less costly to investors than NYAAX (0.66). IORUX is a more actively managed with annual turnover of: 27.00 vs. NYAAX (20.00). NYAAX has a lower initial minimum investment than IORUX: NYAAX (1000) vs IORUX (1000000). IORUX annual gain was more profitable for investors over the last year : -0.49 vs. NYAAX (-2.41). IORUX return over 5 years is better than : 9.36 vs. NYAAX (-7.40).
| 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 | 14 years | - |
| Gain YTD | -4.358 | -3.472 | 126% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.16B | 270M | 1,541% |
| Annual Yield % from dividends | 4.57 | 3.11 | 147% |
| Returns for 1 year | -0.49 | -2.41 | 20% |
| Returns for 3 years | 4.64 | -3.76 | -123% |
| Returns for 5 years | 9.36 | -7.40 | -126% |
| Returns for 10 years | N/A | -7.46 | - |