Interact to see
Advertisement
Advertisement
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 Assets289.52M
NYLI MacKay Oregon Muni
Price$9.98
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets278.72M
CMBFX vs ORTCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMBFX vs. ORTCX commentary
May 23, 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 (290M) and ORTCX (279M) have equal amount of cash in the bank . CMBFX (2.45) and ORTCX (2.40) 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 : 1.55 vs. ORTCX (-0.12). CMBFX return over 5 years is better than : 0.36 vs. ORTCX (-7.07).
| 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 | -0.413 | -1.443 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 279M | 104% |
| Annual Yield % from dividends | 2.45 | 2.40 | 102% |
| Returns for 1 year | 1.55 | -0.12 | -1,281% |
| Returns for 3 years | 6.07 | 1.98 | 307% |
| Returns for 5 years | 0.36 | -7.07 | -5% |
| Returns for 10 years | 14.27 | 0.68 | 2,100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SCHE | 29.15 | N/A | N/A |
| Schwab Emerging Markets Equity ETF™ | |||
| PJUL | 41.39 | N/A | N/A |
| Innovator U.S. Equity Power BffrETF™-Jul | |||
| PALC | 47.72 | N/A | N/A |
| Pacer Lunt Large Cap Mlt Ftr Alt ETF | |||
| EFNL | 40.59 | -0.22 | -0.54% |
| iShares MSCI Finland ETF | |||
| SPVU | 49.97 | -0.28 | -0.57% |
| Invesco S&P 500® Enhanced Value ETF | |||