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AVAYX vs ORTFX
AVAYX vs ORTFX Comparison
Open Charts AVAYX vs ORTFX
AB Municipal Income II Virginia Adv
Price$10.19
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets189.44M
NYLI MacKay Oregon Muni
Price$10.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets279.35M
AVAYX vs ORTFX Comparison Chart
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AVAYX vs. ORTFX commentary
Jun 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 AVAYX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 279M vs. AVAYX (189M). AVAYX pays higher dividends than ORTFX: AVAYX (3.28) vs ORTFX (2.97). AVAYX was incepted earlier than ORTFX: AVAYX (9 years) vs ORTFX (39 years). ORTFX (0.71) is less costly to investors than AVAYX (0.64). ORTFX is a more actively managed with annual turnover of: 23.00 vs. AVAYX (15.00). ORTFX annual gain was more profitable for investors over the last year : 0.35 vs. AVAYX (-0.05). AVAYX return over 5 years is better than : 3.73 vs. ORTFX (-2.86).
| AVAYX | ORTFX | AVAYX / ORTFX | |
| Total Expense Ratio | 0.55 | 0.71 | 77% |
| Annual Report Gross Expense Ratio | 0.64 | 0.71 | 90% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | -0.832 | -0.566 | 147% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | N/A | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 279M | 68% |
| Annual Yield % from dividends | 3.28 | 2.97 | 110% |
| Returns for 1 year | -0.05 | 0.35 | -15% |
| Returns for 3 years | 7.90 | 4.59 | 172% |
| Returns for 5 years | 3.73 | -2.86 | -130% |
| Returns for 10 years | N/A | 9.42 | - |
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