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AAZCX vs ORTFX
AAZCX vs ORTFX Comparison
Open Charts AAZCX vs ORTFX
AB Municipal Income II Arizona C
Price$9.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets58.9M
NYLI MacKay Oregon Muni
Price$10.00
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets281.68M
AAZCX vs ORTFX Comparison Chart
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AAZCX vs. ORTFX commentary
Apr 30, 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 AAZCX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 282M vs. AAZCX (58.9M). ORTFX pays higher dividends than AAZCX: ORTFX (2.84) vs AAZCX (2.13). AAZCX was incepted earlier than ORTFX: AAZCX (31 years) vs ORTFX (39 years). AAZCX (1.84) is less costly to investors than ORTFX (0.71). ORTFX is a more actively managed with annual turnover of: 23.00 vs. AAZCX (5.00). ORTFX has a lower initial minimum investment than AAZCX: ORTFX (1000) vs AAZCX (2500). ORTFX (0.34) and AAZCX (0.33) have marching annual gain over last year. ORTFX return over 5 years is better than : -0.87 vs. AAZCX (-1.30).
| AAZCX | ORTFX | AAZCX / ORTFX | |
| Total Expense Ratio | 1.53 | 0.71 | 215% |
| Annual Report Gross Expense Ratio | 1.84 | 0.71 | 259% |
| Fund Existence | 31 years | 39 years | - |
| Gain YTD | -2.626 | -1.348 | 195% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.9M | 282M | 21% |
| Annual Yield % from dividends | 2.13 | 2.84 | 75% |
| Returns for 1 year | 0.33 | 0.34 | 99% |
| Returns for 3 years | 0.11 | 3.51 | 3% |
| Returns for 5 years | -1.30 | -0.87 | 149% |
| Returns for 10 years | -1.75 | 7.79 | -22% |
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