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IORUX vs NYAEX
IORUX vs NYAEX Comparison
Open Charts IORUX vs NYAEX
Invesco Rochester® New York MunicipalsR6
Price$14.07
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.03B
American Funds Tax-Exempt Fund of NY F1
Price$9.71
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets270.34M
IORUX vs NYAEX Comparison Chart in %
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IORUX vs. NYAEX commentary
Jun 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 NYAEX is a Hold.
FUNDAMENTALS
Fundamentals
IORUX has more cash in the bank: 4.03B vs. NYAEX (270M). IORUX pays higher dividends than NYAEX: IORUX (4.79) vs NYAEX (3.08). IORUX was incepted earlier than NYAEX: IORUX (6 years) vs NYAEX (15 years). IORUX (0.98) is less costly to investors than NYAEX (0.75). NYAEX is a more actively managed with annual turnover of: 20.00 vs. IORUX (13.00). NYAEX has a lower initial minimum investment than IORUX: NYAEX (1000) vs IORUX (1000000). IORUX annual gain was more profitable for investors over the last year : -3.47 vs. NYAEX (-3.77). IORUX return over 5 years is better than : 3.69 vs. NYAEX (-10.57).
| IORUX | NYAEX | IORUX / NYAEX | |
| Total Expense Ratio | 0.98 | 0.69 | 142% |
| Annual Report Gross Expense Ratio | 0.98 | 0.75 | 131% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | -4.907 | -3.671 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.03B | 270M | 1,493% |
| Annual Yield % from dividends | 4.79 | 3.08 | 156% |
| Returns for 1 year | -3.47 | -3.77 | 92% |
| Returns for 3 years | 7.36 | -1.72 | -428% |
| Returns for 5 years | 3.69 | -10.57 | -35% |
| Returns for 10 years | N/A | -6.20 | - |
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