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CMBFX vs ORTCX
CMBFX vs ORTCX Comparison
Open Charts CMBFX vs ORTCX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.37
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets287.97M
NYLI MacKay Oregon Muni
Price$10.00
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets281.68M
CMBFX vs ORTCX Comparison Chart
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CMBFX vs. ORTCX commentary
Apr 30, 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 CMBFX is a Hold and ORTCX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX (288M) and ORTCX (282M) have equal amount of cash in the bank . CMBFX pays higher dividends than ORTCX: CMBFX (2.42) vs ORTCX (2.29). CMBFX was incepted earlier than ORTCX: CMBFX (41 years) vs ORTCX (29 years). ORTCX (1.10) is less costly to investors than CMBFX (0.60). ORTCX is a more actively managed with annual turnover of: 23.00 vs. CMBFX (13.00). ORTCX has a lower initial minimum investment than CMBFX: ORTCX (1000) vs CMBFX (2000). CMBFX annual gain was more profitable for investors over the last year : 1.37 vs. ORTCX (-0.11). CMBFX return over 5 years is better than : 2.41 vs. ORTCX (-4.56).
| CMBFX | ORTCX | CMBFX / ORTCX | |
| Total Expense Ratio | 0.56 | 1.10 | 51% |
| Annual Report Gross Expense Ratio | 0.60 | 1.10 | 55% |
| Fund Existence | 41 years | 29 years | - |
| Gain YTD | -0.792 | -1.449 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 282M | 102% |
| Annual Yield % from dividends | 2.42 | 2.29 | 106% |
| Returns for 1 year | 1.37 | -0.11 | -1,257% |
| Returns for 3 years | 4.84 | 1.38 | 352% |
| Returns for 5 years | 2.41 | -4.56 | -53% |
| Returns for 10 years | 13.11 | 0.05 | 28,764% |
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