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VINRX vs WNYAX
VINRX vs WNYAX Comparison
Open Charts VINRX vs WNYAX
JPMorgan New York Tax Free Bond R6
Price$6.29
Change+$0.02 (+0.32%)
VolumeN/A
Net Assets394.93M
Wilmington New York Municipal Bond A
Price$9.67
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets39.1M
VINRX vs WNYAX Comparison Chart
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VINRX vs. WNYAX commentary
May 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 VINRX is a Hold and WNYAX is a Hold.
FUNDAMENTALS
Fundamentals
VINRX has more cash in the bank: 395M vs. WNYAX (39.1M). VINRX pays higher dividends than WNYAX: VINRX (3.49) vs WNYAX (2.06). VINRX was incepted earlier than WNYAX: VINRX (7 years) vs WNYAX (32 years). WNYAX (1.57) is less costly to investors than VINRX (0.46). VINRX is a more actively managed with annual turnover of: 37.00 vs. WNYAX (29.00). WNYAX has a lower initial minimum investment than VINRX: WNYAX (1000) vs VINRX (15000000). WNYAX annual gain was more profitable for investors over the last year : 1.84 vs. VINRX (1.39). VINRX return over 5 years is better than : 1.40 vs. WNYAX (0.25).
| VINRX | WNYAX | VINRX / WNYAX | |
| Total Expense Ratio | 0.35 | 0.81 | 43% |
| Annual Report Gross Expense Ratio | 0.46 | 1.57 | 29% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | -1.014 | -0.560 | 181% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 39.1M | 1,010% |
| Annual Yield % from dividends | 3.49 | 2.06 | 170% |
| Returns for 1 year | 1.39 | 1.84 | 75% |
| Returns for 3 years | 5.56 | 5.50 | 101% |
| Returns for 5 years | 1.40 | 0.25 | 560% |
| Returns for 10 years | N/A | 6.95 | - |
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