Delaware Tax-Free New York Fund (FTNYX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FTNYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTNYX
FTNYX charges 0.80% annually. There are 392 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | FTNYX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FTNYX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | FTNYX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | FTNYX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | FTNYX vs FSMUX |
Best Risk-Adjusted Alternatives to FTNYX
FTNYX has a PortfoliosLab risk / return rank of 76. There are 211 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | FTNYX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | FTNYX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | FTNYX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | FTNYX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | FTNYX vs TFCYX |
Top Performing FTNYX Alternatives (YTD)
FTNYX is at 1.15% YTD. There are 41 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.94% | — | Apr 1998 | FTNYX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 7.21% | — | Oct 1992 | FTNYX vs MIY | |
| Nuveen New York AMT Free Quality Municipal Income | 7.15% | — | Nov 2002 | FTNYX vs NRK | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 4.40% | 12.30B | Sep 1994 | FTNYX vs VTMFX | |
| AllianceBernstein National Municipal Income Fund | 3.80% | — | Nov 2001 | FTNYX vs AFB |
Lowest Volatility Alternatives to FTNYX
FTNYX has 3.86% 1-year volatility. There are 446 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | FTNYX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | FTNYX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | FTNYX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.63% | — | May 2016 | FTNYX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.65% | — | May 2016 | FTNYX vs USMTX |
Lowest Drawdown Alternatives to FTNYX
FTNYX has a 1-year max drawdown of -3.24%. There are 406 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | FTNYX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | FTNYX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | FTNYX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | FTNYX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | FTNYX vs DFSMX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Equities | 91 | 68.59% | — | Jun 1996 | FTNYX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 98 | 22.97% | — | Oct 1993 | FTNYX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -0.26% | — | Jun 2000 | FTNYX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.41% | — | Jun 2000 | FTNYX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 78 | 20.06% | — | Jun 1987 | FTNYX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 68 | 17.73% | — | Dec 1998 | FTNYX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 15 | 1.65% | — | Aug 2003 | FTNYX vs OILGX | |
| Delaware Floating Rate Fund | Bank Loan | 96 | 2.18% | — | Feb 2010 | FTNYX vs DDFLX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 75 | 0.93% | — | Jan 1984 | FTNYX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 72 | 0.95% | — | Sep 1986 | FTNYX vs CXHYX |
Often Compared With FTNYX
Investors most often compare FTNYX with MUNY, FIUSX, DDVIX. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard New York Tax-Exempt Bond ETF | Municipal Bonds | 69 | 0.26% | — | May 2025 | FTNYX vs MUNY | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 89 | 20.40% | — | Aug 1992 | FTNYX vs FIUSX | |
| Delaware Value Fund | Large Cap Value Equities | 41 | 8.81% | — | Sep 1998 | FTNYX vs DDVIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 23 | 0.90% | — | Dec 2017 | FTNYX vs APUSX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.82% | — | Dec 2017 | FTNYX vs FGNSX | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 56 | 3.33% | — | Feb 1998 | FTNYX vs MUC | |
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.21% | — | Jun 2015 | FTNYX vs DNYMX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 90 | 0.97% | — | Jun 2012 | FTNYX vs FXIEX | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 22 | 1.46% | — | Mar 1993 | FTNYX vs NPV | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 67 | 3.74% | — | Mar 1998 | FTNYX vs MUJ |
Compare FTNYX with Any Fund or Stock
Compare FTNYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTNYX with funds that move differently
Delaware Tax-Free New York Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTNYX.
Explore FTNYX Diversifiers