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AVACX vs ORTFX
AVACX vs ORTFX Comparison
Open Charts AVACX vs ORTFX
AB Municipal Income II Virginia C
Price$10.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets201.23M
NYLI MacKay Oregon Muni
Price$10.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets276.88M
AVACX vs ORTFX Comparison Chart in %
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AVACX vs. ORTFX commentary
Sep 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 AVACX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 277M vs. AVACX (201M). ORTFX pays higher dividends than AVACX: ORTFX (3.07) vs AVACX (2.12). AVACX was incepted earlier than ORTFX: AVACX (31 years) vs ORTFX (39 years). AVACX (1.64) is less costly to investors than ORTFX (0.71). ORTFX is a more actively managed with annual turnover of: 23.00 vs. AVACX (20.00). ORTFX has a lower initial minimum investment than AVACX: ORTFX (1000) vs AVACX (2500). ORTFX annual gain was more profitable for investors over the last year : 1.61 vs. AVACX (0.11). ORTFX return over 5 years is better than : -0.44 vs. AVACX (-2.13).
| AVACX | ORTFX | AVACX / ORTFX | |
| Total Expense Ratio | 1.55 | 0.71 | 218% |
| Annual Report Gross Expense Ratio | 1.64 | 0.71 | 231% |
| Fund Existence | 31 years | 39 years | - |
| Gain YTD | 1.594 | 2.413 | 66% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 277M | 73% |
| Annual Yield % from dividends | 2.12 | 3.07 | 69% |
| Returns for 1 year | 0.11 | 1.61 | 7% |
| Returns for 3 years | 7.14 | 7.49 | 95% |
| Returns for 5 years | -2.13 | -0.44 | 483% |
| Returns for 10 years | 2.67 | 12.70 | 21% |
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