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MBNYX vs RMUNX
MBNYX vs RMUNX Comparison
Open Charts MBNYX vs RMUNX
MFS NY Municipal Bond B
Price$9.77
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets176.97M
Invesco Rochester® New York Municipals A
Price$14.32
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.17B
MBNYX vs RMUNX Comparison Chart
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MBNYX vs. RMUNX commentary
Apr 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 MBNYX is a Hold and RMUNX is a Hold.
FUNDAMENTALS
Fundamentals
RMUNX has more cash in the bank: 4.17B vs. MBNYX (177M). RMUNX pays higher dividends than MBNYX: RMUNX (4.27) vs MBNYX (2.73). MBNYX was incepted earlier than RMUNX: MBNYX (32 years) vs RMUNX (39 years). MBNYX (1.70) is less costly to investors than RMUNX (1.27). MBNYX is a more actively managed with annual turnover of: 29.00 vs. RMUNX (27.00). MBNYX (1000) and RMUNX (1000) have matching initial minimum investment requirements. MBNYX annual gain was more profitable for investors over the last year : 1.37 vs. RMUNX (-0.51). RMUNX return over 5 years is better than : 9.46 vs. MBNYX (2.30).
| MBNYX | RMUNX | MBNYX / RMUNX | |
| Total Expense Ratio | 1.58 | 1.27 | 124% |
| Annual Report Gross Expense Ratio | 1.70 | 1.27 | 134% |
| Fund Existence | 32 years | 39 years | - |
| Gain YTD | -2.622 | -4.096 | 64% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 4.17B | 4% |
| Annual Yield % from dividends | 2.73 | 4.27 | 64% |
| Returns for 1 year | 1.37 | -0.51 | -270% |
| Returns for 3 years | 2.68 | 4.18 | 64% |
| Returns for 5 years | 2.30 | 9.46 | 24% |
| Returns for 10 years | 6.15 | 23.10 | 27% |
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