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IORUX vs NYAFX
IORUX vs NYAFX Comparison
Open Charts IORUX vs NYAFX
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 F2
Price$9.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets267.94M
IORUX vs NYAFX Comparison Chart in %
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IORUX vs. NYAFX 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 NYAFX is a Hold.
FUNDAMENTALS
Fundamentals
IORUX has more cash in the bank: 3.92B vs. NYAFX (268M). IORUX pays higher dividends than NYAFX: IORUX (4.84) vs NYAFX (3.36). IORUX was incepted earlier than NYAFX: IORUX (6 years) vs NYAFX (15 years). IORUX (0.98) is less costly to investors than NYAFX (0.48). NYAFX is a more actively managed with annual turnover of: 20.00 vs. IORUX (13.00). NYAFX has a lower initial minimum investment than IORUX: NYAFX (1000) vs IORUX (1000000). NYAFX 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. NYAFX (-12.93).
| 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 | 15 years | - |
| Gain YTD | -6.677 | -4.960 | 135% |
| Front Load | N/A | N/A | - |
| 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 | 3.36 | 144% |
| Returns for 1 year | -5.97 | -5.52 | 108% |
| Returns for 3 years | 1.37 | -5.15 | -27% |
| Returns for 5 years | 0.24 | -12.93 | -2% |
| Returns for 10 years | N/A | -7.51 | - |
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