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IORUX vs NYAFX
IORUX vs NYAFX Comparison
Open Charts IORUX vs NYAFX
Invesco Rochester® New York MunicipalsR6
Price$14.05
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets4.07B
American Funds Tax-Exempt Fund of NY F2
Price$9.66
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets270.75M
IORUX vs NYAFX Comparison Chart
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IORUX vs. NYAFX commentary
Jun 08, 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: 4.07B vs. NYAFX (271M). IORUX pays higher dividends than NYAFX: IORUX (4.79) vs NYAFX (3.37). 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). IORUX annual gain was more profitable for investors over the last year : -3.40 vs. NYAFX (-4.36). IORUX return over 5 years is better than : 4.33 vs. NYAFX (-10.31).
| 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 | -4.840 | -4.167 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 271M | 1,501% |
| Annual Yield % from dividends | 4.79 | 3.37 | 142% |
| Returns for 1 year | -3.40 | -4.36 | 78% |
| Returns for 3 years | 2.69 | -4.92 | -55% |
| Returns for 5 years | 4.33 | -10.31 | -42% |
| Returns for 10 years | N/A | -6.57 | - |
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