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MSNYX vs RMUNX
MSNYX vs RMUNX Comparison
Open Charts MSNYX vs RMUNX
MFS NY Municipal Bond A
Price$9.80
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
MSNYX vs RMUNX Comparison Chart
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MSNYX 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 MSNYX is a Hold and RMUNX is a Hold.
FUNDAMENTALS
Fundamentals
RMUNX has more cash in the bank: 4.17B vs. MSNYX (177M). RMUNX pays higher dividends than MSNYX: RMUNX (4.27) vs MSNYX (3.49). MSNYX was incepted earlier than RMUNX: MSNYX (37 years) vs RMUNX (39 years). RMUNX (1.27) is less costly to investors than MSNYX (0.95). MSNYX is a more actively managed with annual turnover of: 29.00 vs. RMUNX (27.00). MSNYX (4%) and RMUNX (4%) have equivalent initial investment costs. MSNYX (1000) and RMUNX (1000) have matching initial minimum investment requirements. MSNYX annual gain was more profitable for investors over the last year : 2.24 vs. RMUNX (-0.51). RMUNX return over 5 years is better than : 9.46 vs. MSNYX (6.27).
| MSNYX | RMUNX | MSNYX / RMUNX | |
| Total Expense Ratio | 0.83 | 1.27 | 65% |
| Annual Report Gross Expense Ratio | 0.95 | 1.27 | 75% |
| Fund Existence | 37 years | 39 years | - |
| Gain YTD | -2.431 | -4.096 | 59% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 4.17B | 4% |
| Annual Yield % from dividends | 3.49 | 4.27 | 82% |
| Returns for 1 year | 2.24 | -0.51 | -442% |
| Returns for 3 years | 4.91 | 4.18 | 117% |
| Returns for 5 years | 6.27 | 9.46 | 66% |
| Returns for 10 years | 13.12 | 23.10 | 57% |
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