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AVAAX vs ORTCX
AVAAX vs ORTCX Comparison
Open Charts AVAAX vs ORTCX
AB Municipal Income II Virginia A
Price$10.50
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets204.36M
NYLI MacKay Oregon Muni
Price$10.28
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets278.32M
AVAAX vs ORTCX Comparison Chart in %
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AVAAX vs. ORTCX commentary
Oct 16, 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 AVAAX is a Hold and ORTCX is a Hold.
FUNDAMENTALS
Fundamentals
ORTCX has more cash in the bank: 278M vs. AVAAX (204M). AVAAX pays higher dividends than ORTCX: AVAAX (3.06) vs ORTCX (2.62). AVAAX was incepted earlier than ORTCX: AVAAX (31 years) vs ORTCX (30 years). ORTCX (1.10) is less costly to investors than AVAAX (0.91). ORTCX is a more actively managed with annual turnover of: 23.00 vs. AVAAX (20.00). AVAAX (2500) and ORTCX (2500) have matching initial minimum investment requirements. ORTCX annual gain was more profitable for investors over the last year : 2.08 vs. AVAAX (1.82). AVAAX return over 5 years is better than : 1.56 vs. ORTCX (-3.17).
| AVAAX | ORTCX | AVAAX / ORTCX | |
| Total Expense Ratio | 0.80 | 1.10 | 73% |
| Annual Report Gross Expense Ratio | 0.91 | 1.10 | 83% |
| Fund Existence | 31 years | 30 years | - |
| Gain YTD | 2.878 | 2.663 | 108% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 278M | 73% |
| Annual Yield % from dividends | 3.06 | 2.62 | 117% |
| Returns for 1 year | 1.82 | 2.08 | 87% |
| Returns for 3 years | 12.06 | 7.65 | 158% |
| Returns for 5 years | 1.56 | -3.17 | -49% |
| Returns for 10 years | 6.05 | 4.13 | 147% |
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