Interact to see
Advertisement
Advertisement
CMBFX vs ORTFX
CMBFX vs ORTFX Comparison
Open Charts CMBFX vs ORTFX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.36M
NYLI MacKay Oregon Muni
Price$10.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.79M
CMBFX vs ORTFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMBFX vs. ORTFX commentary
Jul 07, 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 (286M) and ORTFX (274M) have equal amount of cash in the bank . ORTFX pays higher dividends than CMBFX: ORTFX (3.01) vs CMBFX (2.46). 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 (13.00). 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 : 1.94 vs. ORTFX (1.01). CMBFX return over 5 years is better than : 1.08 vs. ORTFX (-2.19).
| 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 | 0.716 | 0.080 | 901% |
| Front Load | N/A | 3% | - |
| 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 | 3.01 | 82% |
| Returns for 1 year | 1.94 | 1.01 | 192% |
| Returns for 3 years | 6.16 | 4.22 | 146% |
| Returns for 5 years | 1.08 | -2.19 | -49% |
| Returns for 10 years | 14.90 | 9.94 | 150% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NWAVX | 14.61 | 0.11 | +0.76% |
| Nationwide GQG US Quality Eq R6 | |||
| PEDGX | 13.30 | 0.09 | +0.68% |
| Principal Edge MidCap Institutional | |||
| CEMVX | 13.00 | 0.07 | +0.54% |
| Causeway Emerging Markets Investor | |||
| TRMIX | 31.89 | 0.12 | +0.38% |
| T. Rowe Price Mid-Cap Value I | |||
| DDIIX | 15.38 | 0.04 | +0.26% |
| Macquarie Wealth Builder Institutional | |||