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NYLIX vs UNYIX
NYLIX vs UNYIX Comparison
Open Charts NYLIX vs UNYIX
Lord Abbett New York Tax Free I
Price$10.27
Change+$0.08 (+0.79%)
VolumeN/A
Net Assets571.31M
Victory NY Bond Institutional
Price$10.24
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets104.7M
NYLIX vs UNYIX Comparison Chart in %
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NYLIX vs. UNYIX commentary
Sep 08, 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 NYLIX is a Hold and UNYIX is a Hold.
FUNDAMENTALS
Fundamentals
NYLIX has more cash in the bank: 571M vs. UNYIX (105M). UNYIX (3.76) and NYLIX (3.71) have matching dividends . NYLIX was incepted earlier than UNYIX: NYLIX (15 years) vs UNYIX (5 years). UNYIX (0.82) is less costly to investors than NYLIX (0.58). NYLIX is a more actively managed with annual turnover of: 18.00 vs. UNYIX (4.00). NYLIX (1000000) and UNYIX (1000000) have matching initial minimum investment requirements. NYLIX annual gain was more profitable for investors over the last year : -1.33 vs. UNYIX (-2.69). UNYIX return over 5 years is better than : 1.74 vs. NYLIX (1.32).
| NYLIX | UNYIX | NYLIX / UNYIX | |
| Total Expense Ratio | 0.58 | 0.63 | 92% |
| Annual Report Gross Expense Ratio | 0.58 | 0.82 | 71% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | -0.979 | -1.561 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 105M | 544% |
| Annual Yield % from dividends | 3.71 | 3.76 | 99% |
| Returns for 1 year | -1.33 | -2.69 | 49% |
| Returns for 3 years | 9.99 | 8.94 | 112% |
| Returns for 5 years | 1.32 | 1.74 | 76% |
| Returns for 10 years | 13.04 | N/A | - |
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