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NYAEX vs OPNYX
NYAEX vs OPNYX Comparison
Open Charts NYAEX vs OPNYX
American Funds Tax-Exempt Fund of NY F1
Price$9.71
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets270.34M
Invesco Rochester® AMT-Free NY Mncpl A
Price$9.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets599.8M
NYAEX vs OPNYX Comparison Chart in %
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NYAEX vs. OPNYX commentary
Jun 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 NYAEX is a Hold and OPNYX is a Hold.
FUNDAMENTALS
Fundamentals
OPNYX has more cash in the bank: 600M vs. NYAEX (270M). OPNYX pays higher dividends than NYAEX: OPNYX (4.53) vs NYAEX (3.08). NYAEX was incepted earlier than OPNYX: NYAEX (15 years) vs OPNYX (41 years). OPNYX (1.35) is less costly to investors than NYAEX (0.75). NYAEX is a more actively managed with annual turnover of: 20.00 vs. OPNYX (17.00). NYAEX (1000) and OPNYX (1000) have matching initial minimum investment requirements. OPNYX annual gain was more profitable for investors over the last year : -2.43 vs. NYAEX (-3.77). OPNYX return over 5 years is better than : 1.33 vs. NYAEX (-10.57).
| NYAEX | OPNYX | NYAEX / OPNYX | |
| Total Expense Ratio | 0.69 | 1.35 | 51% |
| Annual Report Gross Expense Ratio | 0.75 | 1.35 | 56% |
| Fund Existence | 15 years | 41 years | - |
| Gain YTD | -3.671 | -3.504 | 105% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 600M | 45% |
| Annual Yield % from dividends | 3.08 | 4.53 | 68% |
| Returns for 1 year | -3.77 | -2.43 | 155% |
| Returns for 3 years | -1.72 | 6.49 | -27% |
| Returns for 5 years | -10.57 | 1.33 | -794% |
| Returns for 10 years | -6.20 | 16.16 | -38% |
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