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CNYZX vs SBNYX

Both CNYZX and SBNYX are mutual funds. CNYZX has a higher 5-year return than SBNYX (3.64% vs 3.14%). CNYZX has a lower expense ratio than SBNYX (0.55% vs 0.75%). Below is the comparison between CNYZX and SBNYX.

CNYZX SBNYX
Security Type Mutual fund Mutual fund
Segment Tax Exempt Fixed Income: Muni New York Long Tax Exempt Fixed Income: Muni New York Long
Family Columbia Threadneedle Franklin Templeton Investments
Net Assets $53.30M $413.10M
Expense Ratio 0.55% 0.75%
Management Style active active
Dividend Yield 2.69% 2.39%
Minimum Investment N/A $3,000.00
YTD Return 3.18% 2.79%
1-Year Return 2.73% 2.95%
3-Year Return 5.66% 5.24%
5-Year Return 3.64% 3.14%
10-Year Return 4.78% 3.85%

CNYZX description

The Fund seeks as high a level of after tax total return as is consistent with prudent risk. The Fund pursues current income exempt from federal income tax and New York states personal income tax and opportunities for long-term appreciation. The Fund invests at least 80% of its total assets in municipal bonds.

CNYZX performance & returns

YTD Return 3.18%
1-Month Return 1.34%
3-Month Return 2.73%
1-Year Return 2.73%
3-Year Return 5.66%
5-Year Return 3.64%
10-Year Return 4.78%
CNYZX expense ratio is 0.55%.

CNYZX holdings

Top 10 Holdings (18.81% of Total Assets)

Name Symbol % Assets
NEW YORK N Y 5% N/A 2.53%
METROPOLITAN TRANSN AUTH N Y REV 5% N/A 2.25%
NEW YORK N Y CITY HSG DEV CORP MULTIFAMILY HSG REV 3.25% N/A 2.19%
PORT AUTH N Y & N J 5% N/A 1.93%
TSASC INC N Y 5% N/A 1.79%
NEW YORK ST TWY AUTH GEN REV 5% N/A 1.76%
PORT AUTH N Y & N J 4% N/A 1.75%
SUFFOLK CNTY N Y ECONOMIC DEV CORP REV 5% N/A 1.62%
NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5% N/A 1.55%
NEW YORK ST TWY AUTH GEN REV JR INDBT OBLIGS 4% N/A 1.44%

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SBNYX description

The Fund seeks to provide New York investors with as high a level of dividend income exempt from federal income taxes and New York State and New York City personal income taxes as is consistent with prudent management and the preservation of capital.

SBNYX performance & returns

YTD Return 2.79%
1-Month Return 1.45%
3-Month Return 2.95%
1-Year Return 2.95%
3-Year Return 5.24%
5-Year Return 3.14%
10-Year Return 3.85%
SBNYX expense ratio is 0.75%.

SBNYX holdings

Top 10 Holdings (27.97% of Total Assets)

Name Symbol % Assets
LIBERTY N Y DEV CORP REV 5.5% N/A 6.76%
PORT AUTH N Y & N J SPL OBLIG REV 6% N/A 3.79%
NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 4% N/A 3.17%
NEW YORK N Y CITY HEALTH & HOSP CORP REV 5% N/A 2.79%
TRIBOROUGH BRDG & TUNL AUTH N Y REVS 0% N/A 2.48%
NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 5% N/A 2.39%
PORT AUTH N Y & N J 5% N/A 2.30%
METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD 5% N/A 2.15%
NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT 5% N/A 2.14%

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