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BASCX vs ORTYX
BASCX vs ORTYX Comparison
Open Charts BASCX vs ORTYX
Sterling Capital SC Interm Tax-Free A
Price$10.37
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets21.08M
NYLI MacKay Oregon Muni
Price$10.05
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets273.17M
BASCX vs ORTYX Comparison Chart in %
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BASCX vs. ORTYX commentary
Aug 02, 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 BASCX is a Hold and ORTYX is a Hold.
FUNDAMENTALS
Fundamentals
ORTYX has more cash in the bank: 273M vs. BASCX (21.1M). ORTYX pays higher dividends than BASCX: ORTYX (3.25) vs BASCX (2.59). BASCX was incepted earlier than ORTYX: BASCX (28 years) vs ORTYX (29 years). BASCX (0.91) is less costly to investors than ORTYX (0.55). ORTYX is a more actively managed with annual turnover of: 23.00 vs. BASCX (19.81). ORTYX has a lower initial minimum investment than BASCX: ORTYX (0) vs BASCX (1000). BASCX annual gain was more profitable for investors over the last year : 0.56 vs. ORTYX (0.45). BASCX return over 5 years is better than : -1.14 vs. ORTYX (-2.30).
| BASCX | ORTYX | BASCX / ORTYX | |
| Total Expense Ratio | 0.91 | 0.55 | 165% |
| Annual Report Gross Expense Ratio | 0.91 | 0.55 | 165% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | 0.546 | 0.235 | 232% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 273M | 8% |
| Annual Yield % from dividends | 2.59 | 3.25 | 80% |
| Returns for 1 year | 0.56 | 0.45 | 124% |
| Returns for 3 years | 2.87 | 2.73 | 105% |
| Returns for 5 years | -1.14 | -2.30 | 50% |
| Returns for 10 years | 12.88 | 11.54 | 112% |
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