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CMBFX vs ORTCX
CMBFX vs ORTCX Comparison
Open Charts CMBFX vs ORTCX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.36M
NYLI MacKay Oregon Muni
Price$10.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.79M
CMBFX vs ORTCX Comparison Chart in %
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CMBFX vs. ORTCX commentary
Jul 08, 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 (286M) and ORTCX (274M) have equal amount of cash in the bank . ORTCX (2.58) and CMBFX (2.46) have matching dividends . 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 : 1.94 vs. ORTCX (0.58). CMBFX return over 5 years is better than : 1.08 vs. ORTCX (-5.89).
| 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 | 0.716 | -0.222 | -323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 274M | 104% |
| Annual Yield % from dividends | 2.46 | 2.58 | 95% |
| Returns for 1 year | 1.94 | 0.58 | 337% |
| Returns for 3 years | 6.16 | 2.01 | 306% |
| Returns for 5 years | 1.08 | -5.89 | -18% |
| Returns for 10 years | 14.90 | 1.84 | 812% |
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