Ad is loading...
NYAAX vs RMUNX
NYAAX vs RMUNX Comparison
Open Charts NYAAX vs RMUNX
American Funds Tax-Exempt Fund of NY A
Price$9.73
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets270.33M
Invesco Rochester® New York Municipals A
Price$14.31
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets4.16B
NYAAX vs RMUNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NYAAX vs. RMUNX commentary
Apr 26, 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 NYAAX is a Hold and RMUNX is a Hold.
FUNDAMENTALS
Fundamentals
RMUNX has more cash in the bank: 4.16B vs. NYAAX (270M). RMUNX pays higher dividends than NYAAX: RMUNX (4.27) vs NYAAX (3.11). NYAAX was incepted earlier than RMUNX: NYAAX (14 years) vs RMUNX (39 years). RMUNX (1.27) is less costly to investors than NYAAX (0.66). RMUNX is a more actively managed with annual turnover of: 27.00 vs. NYAAX (20.00). RMUNX initial investment is less costly to investors than NYAAX (4%) vs NYAAX (4%). NYAAX (1000) and RMUNX (1000) have matching initial minimum investment requirements. RMUNX annual gain was more profitable for investors over the last year : -0.79 vs. NYAAX (-2.41). RMUNX return over 5 years is better than : 7.70 vs. NYAAX (-7.40).
| NYAAX | RMUNX | NYAAX / RMUNX | |
| Total Expense Ratio | 0.60 | 1.27 | 47% |
| Annual Report Gross Expense Ratio | 0.66 | 1.27 | 52% |
| Fund Existence | 14 years | 39 years | - |
| Gain YTD | -3.472 | -4.431 | 78% |
| Front Load | 4% | 4% | 88% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 4.16B | 6% |
| Annual Yield % from dividends | 3.11 | 4.27 | 73% |
| Returns for 1 year | -2.41 | -0.79 | 305% |
| Returns for 3 years | -3.76 | 3.70 | -101% |
| Returns for 5 years | -7.40 | 7.70 | -96% |
| Returns for 10 years | -7.46 | 21.47 | -35% |
View a ticker or compare two or three
VS
VS
Ad is loading...