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CMBFX vs ORTFX
CMBFX vs ORTFX Comparison
Open Charts CMBFX vs ORTFX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.71
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets296.56M
NYLI MacKay Oregon Muni
Price$10.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets275.04M
CMBFX vs ORTFX Comparison Chart in %
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CMBFX vs. ORTFX commentary
Nov 26, 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 ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 297M vs. ORTFX (275M). ORTFX pays higher dividends than CMBFX: ORTFX (2.99) vs CMBFX (2.45). CMBFX was incepted earlier than ORTFX: CMBFX (41 years) vs ORTFX (39 years). ORTFX (0.71) is less costly to investors than CMBFX (0.60). ORTFX is a more actively managed with annual turnover of: 23.00 vs. CMBFX (12.00). ORTFX has a lower initial minimum investment than CMBFX: ORTFX (1000) vs CMBFX (2000). CMBFX annual gain was more profitable for investors over the last year : 3.50 vs. ORTFX (3.19). CMBFX return over 5 years is better than : 2.86 vs. ORTFX (0.31).
| CMBFX | ORTFX | CMBFX / ORTFX | |
| Total Expense Ratio | 0.56 | 0.71 | 79% |
| Annual Report Gross Expense Ratio | 0.60 | 0.71 | 85% |
| Fund Existence | 41 years | 39 years | - |
| Gain YTD | 3.796 | 3.543 | 107% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 275M | 108% |
| Annual Yield % from dividends | 2.45 | 2.99 | 82% |
| Returns for 1 year | 3.50 | 3.19 | 110% |
| Returns for 3 years | 10.13 | 8.56 | 118% |
| Returns for 5 years | 2.86 | 0.31 | 928% |
| Returns for 10 years | 16.70 | 13.23 | 126% |
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