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NYAAX vs RMUNX
NYAAX vs RMUNX Comparison
Open Charts NYAAX vs RMUNX
American Funds Tax-Exempt Fund of NY A
Price$9.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets267.94M
Invesco Rochester® New York Municipals A
Price$13.77
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets3.92B
NYAAX vs RMUNX Comparison Chart in %
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NYAAX vs. RMUNX commentary
Jul 27, 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: 3.92B vs. NYAAX (268M). RMUNX pays higher dividends than NYAAX: RMUNX (4.53) vs NYAAX (3.19). NYAAX was incepted earlier than RMUNX: NYAAX (15 years) vs RMUNX (39 years). RMUNX (1.27) is less costly to investors than NYAAX (0.66). NYAAX is a more actively managed with annual turnover of: 20.00 vs. RMUNX (13.00). 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. NYAAX annual gain was more profitable for investors over the last year : -5.52 vs. RMUNX (-6.26). RMUNX return over 5 years is better than : -1.31 vs. NYAAX (-12.96).
| NYAAX | RMUNX | NYAAX / RMUNX | |
| Total Expense Ratio | 0.60 | 1.27 | 47% |
| Annual Report Gross Expense Ratio | 0.66 | 1.27 | 52% |
| Fund Existence | 15 years | 39 years | - |
| Gain YTD | -4.960 | -6.822 | 73% |
| Front Load | 4% | 4% | 88% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 3.92B | 7% |
| Annual Yield % from dividends | 3.19 | 4.53 | 71% |
| Returns for 1 year | -5.52 | -6.26 | 88% |
| Returns for 3 years | -5.15 | 0.46 | -1,126% |
| Returns for 5 years | -12.96 | -1.31 | 992% |
| Returns for 10 years | -7.69 | 23.76 | -32% |
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