MetaCap

Gabelli Healthcare & Wellness (GRX) vs Invesco for Investment Grade New York Municipals (VTN)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Gabelli Healthcare & Wellness (GRX) has outperformed Invesco for Investment Grade New York Municipals (VTN) over the past year, gaining 2.1% versus a loss of 16.1%. Over five years, GRX leads with a -28.9% price change compared with -30.6% for VTN. Gabelli Healthcare & Wellness is the larger company by market cap ($137.2 million vs $135.8 million), about 1.0 times the size.

On valuation, Gabelli Healthcare & Wellness trades at a lower trailing P/E (16.5x vs 30.9x for Invesco for Investment Grade New York Municipals). Invesco for Investment Grade New York Municipals pays a dividend yielding 8.88%, while Gabelli Healthcare & Wellness does not currently pay one.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

GRX+2.06%VTN-16.13%
+12%-4%-19%
Oct 7, 20251 yearOct 7, 2026
GRX-28.69%VTN-31.44%
+5%-19%-44%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

GRX versus VTN key metrics
MetricGRXVTN
Share price$9.43$9.26
Market cap$137.19M$135.79M
1-day change+0.13%-0.54%
YTD return-2.18%-19.11%
1-year return+2.06%-16.13%
5-year return-28.85%-30.57%
P/E ratio (TTM)16.5530.87
EPS (TTM)$0.57$0.30
Dividend yield7.22%8.88%
Annual dividend$0.00$0.822
52-week high$10.20$12.10
52-week low$8.80$8.99
Distance from 52-week high-7.53%-23.47%
Analyst consensus—buy
Average volume20.98K41.27K
Shares outstanding14.54M14.66M
SectorFinanceFinance
IndustryFinance/Investors ServicesFinance Companies

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • GRX has outperformed VTN by 18.2 percentage points over the past year.
  • Invesco for Investment Grade New York Municipals trades at a higher earnings multiple (30.9x vs 16.5x trailing P/E).
  • Invesco for Investment Grade New York Municipals offers a meaningfully higher dividend yield (8.88% vs 7.22%).

About Gabelli Healthcare & Wellness

GRX stock →

The Gabelli Healthcare & Wellness Trust is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC.

Finance · Finance/Investors Services

About Invesco for Investment Grade New York Municipals

VTN stock →

Invesco Trust for Investment Grade New York Municipals is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured Management, Inc.

Finance · Finance Companies

GRX vs VTN FAQ

Which is bigger, Gabelli Healthcare & Wellness or Invesco for Investment Grade New York Municipals?

Gabelli Healthcare & Wellness (GRX) is larger, with a market capitalization of $137.19M compared with $135.79M for Invesco for Investment Grade New York Municipals (VTN).

Which stock has performed better over the past year, GRX or VTN?

GRX returned +2.06% over the past 12 months, compared with -16.13% for VTN (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, GRX or VTN?

GRX has the lower trailing P/E at 16.5, versus 30.9 for VTN. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Gabelli Healthcare & Wellness or Invesco for Investment Grade New York Municipals?

Invesco for Investment Grade New York Municipals has the higher yield at 8.88%, compared with 7.22% for Gabelli Healthcare & Wellness.

Are Gabelli Healthcare & Wellness and Invesco for Investment Grade New York Municipals in the same industry?

Both are in the Finance sector, but in different industries: Finance/Investors Services for Gabelli Healthcare & Wellness and Finance Companies for Invesco for Investment Grade New York Municipals.

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