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IORUX vs NYAFX
IORUX vs NYAFX Comparison
Open Charts IORUX vs NYAFX
Invesco Rochester® New York MunicipalsR6
Price$14.27
Change+$0.09 (+0.63%)
VolumeN/A
Net Assets4.14B
American Funds Tax-Exempt Fund of NY F2
Price$9.70
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets269.52M
IORUX vs NYAFX Comparison Chart
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IORUX vs. NYAFX commentary
Apr 25, 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 NYAFX is a Hold.
FUNDAMENTALS
Fundamentals
IORUX has more cash in the bank: 4.14B vs. NYAFX (270M). IORUX pays higher dividends than NYAFX: IORUX (4.57) vs NYAFX (3.28). IORUX was incepted earlier than NYAFX: IORUX (6 years) vs NYAFX (14 years). IORUX (0.98) is less costly to investors than NYAFX (0.48). IORUX is a more actively managed with annual turnover of: 27.00 vs. NYAFX (20.00). NYAFX has a lower initial minimum investment than IORUX: NYAFX (1000) vs IORUX (1000000). IORUX annual gain was more profitable for investors over the last year : -1.71 vs. NYAFX (-3.10). IORUX return over 5 years is better than : 8.67 vs. NYAFX (-7.62).
| IORUX | NYAFX | IORUX / NYAFX | |
| Total Expense Ratio | 0.98 | 0.42 | 233% |
| Annual Report Gross Expense Ratio | 0.98 | 0.48 | 204% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -4.961 | -3.770 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 270M | 1,533% |
| Annual Yield % from dividends | 4.57 | 3.28 | 139% |
| Returns for 1 year | -1.71 | -3.10 | 55% |
| Returns for 3 years | 3.84 | -4.15 | -93% |
| Returns for 5 years | 8.67 | -7.62 | -114% |
| Returns for 10 years | N/A | -7.74 | - |