IORUX
Price
$14.07
Change
+$0.01 (+0.07%)
Updated
Jun 27 closing price
Net Assets
4.03B
NYAFX
Price
$9.71
Change
+$0.01 (+0.10%)
Updated
Jun 27 closing price
Net Assets
270.34M
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IORUX vs NYAFX

Header iconIORUX vs NYAFX Comparison
Open Charts IORUX vs NYAFXBanner chart's image
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 F2
Price$9.71
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets270.34M
IORUX vs NYAFX Comparison Chart in %
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IORUX vs. NYAFX 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 NYAFX is a Hold.

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FUNDAMENTALS
Fundamentals
IORUX has more cash in the bank: 4.03B vs. NYAFX (270M). 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 : -3.47 vs. NYAFX (-3.77). IORUX return over 5 years is better than : 3.69 vs. NYAFX (-10.50).
IORUXNYAFXIORUX / NYAFX
Total Expense Ratio0.980.42233%
Annual Report Gross Expense Ratio0.980.48204%
Fund Existence6 years15 years-
Gain YTD-4.907-3.671134%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.03B270M1,493%
Annual Yield % from dividends4.793.37142%
Returns for 1 year-3.47-3.7792%
Returns for 3 years7.36-1.72-428%
Returns for 5 years3.69-10.50-35%
Returns for 10 yearsN/A-5.99-
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