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NYAFX vs OPNYX
NYAFX vs OPNYX Comparison
Open Charts NYAFX vs OPNYX
American Funds Tax-Exempt Fund of NY F2
Price$9.70
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets269.52M
Invesco Rochester® AMT-Free NY Mncpl A
Price$9.92
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets609.98M
NYAFX vs OPNYX Comparison Chart
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NYAFX vs. OPNYX commentary
Apr 25, 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 NYAFX is a Hold and OPNYX is a Hold.
FUNDAMENTALS
Fundamentals
OPNYX has more cash in the bank: 610M vs. NYAFX (270M). OPNYX pays higher dividends than NYAFX: OPNYX (4.35) vs NYAFX (3.28). NYAFX was incepted earlier than OPNYX: NYAFX (14 years) vs OPNYX (41 years). OPNYX (1.35) is less costly to investors than NYAFX (0.48). OPNYX is a more actively managed with annual turnover of: 24.00 vs. NYAFX (20.00). NYAFX (1000) and OPNYX (1000) have matching initial minimum investment requirements. OPNYX annual gain was more profitable for investors over the last year : -1.18 vs. NYAFX (-3.10). OPNYX return over 5 years is better than : 4.90 vs. NYAFX (-7.62).
| NYAFX | OPNYX | NYAFX / OPNYX | |
| Total Expense Ratio | 0.42 | 1.35 | 31% |
| Annual Report Gross Expense Ratio | 0.48 | 1.35 | 36% |
| Fund Existence | 14 years | 41 years | - |
| Gain YTD | -3.770 | -4.138 | 91% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 610M | 44% |
| Annual Yield % from dividends | 3.28 | 4.35 | 75% |
| Returns for 1 year | -3.10 | -1.18 | 262% |
| Returns for 3 years | -4.15 | 2.87 | -145% |
| Returns for 5 years | -7.62 | 4.90 | -156% |
| Returns for 10 years | -7.74 | 12.02 | -64% |
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