Interact to see
Advertisement
Advertisement
MSNYX vs RMUNX
MSNYX vs RMUNX Comparison
Open Charts MSNYX vs RMUNX
MFS NY Municipal Bond A
Price$9.76
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets174.14M
Invesco Rochester® New York Municipals A
Price$14.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.04B
MSNYX vs RMUNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSNYX vs. RMUNX commentary
Jul 04, 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: 4.04B vs. MSNYX (174M). RMUNX pays higher dividends than MSNYX: RMUNX (4.53) vs MSNYX (3.59). 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). RMUNX is a more actively managed with annual turnover of: 13.00 vs. MSNYX (12.00). 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 : -0.44 vs. RMUNX (-3.43). RMUNX return over 5 years is better than : 2.60 vs. MSNYX (-6.71).
| 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 | -1.952 | -4.516 | 43% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 4.04B | 4% |
| Annual Yield % from dividends | 3.59 | 4.53 | 79% |
| Returns for 1 year | -0.44 | -3.43 | 13% |
| Returns for 3 years | 6.32 | 4.98 | 127% |
| Returns for 5 years | -6.71 | 2.60 | -258% |
| Returns for 10 years | 14.81 | 26.39 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers