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AVAAX vs ORTCX
AVAAX vs ORTCX Comparison
Open Charts AVAAX vs ORTCX
AB Municipal Income II Virginia A
Price$10.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets189.34M
NYLI MacKay Oregon Muni
Price$10.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets274.1M
AVAAX vs ORTCX Comparison Chart in %
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AVAAX vs. ORTCX commentary
Jun 19, 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: 274M vs. AVAAX (189M). AVAAX pays higher dividends than ORTCX: AVAAX (3.02) vs ORTCX (2.49). AVAAX was incepted earlier than ORTCX: AVAAX (31 years) vs ORTCX (29 years). ORTCX (1.10) is less costly to investors than AVAAX (0.89). ORTCX is a more actively managed with annual turnover of: 23.00 vs. AVAAX (15.00). ORTCX has a lower initial minimum investment than AVAAX: ORTCX (1000) vs AVAAX (2500). ORTCX annual gain was more profitable for investors over the last year : -0.12 vs. AVAAX (-0.35). AVAAX return over 5 years is better than : -1.23 vs. ORTCX (-6.39).
| AVAAX | ORTCX | AVAAX / ORTCX | |
| Total Expense Ratio | 0.80 | 1.10 | 73% |
| Annual Report Gross Expense Ratio | 0.89 | 1.10 | 81% |
| Fund Existence | 31 years | 29 years | - |
| Gain YTD | -0.840 | -0.735 | 114% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 274M | 69% |
| Annual Yield % from dividends | 3.02 | 2.49 | 121% |
| Returns for 1 year | -0.35 | -0.12 | 304% |
| Returns for 3 years | 5.55 | 2.54 | 218% |
| Returns for 5 years | -1.23 | -6.39 | 19% |
| Returns for 10 years | 3.21 | 1.40 | 229% |
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