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CMBFX vs ORTFX
CMBFX vs ORTFX Comparison
Open Charts CMBFX vs ORTFX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.38
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets290.23M
NYLI MacKay Oregon Muni
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets278.72M
CMBFX vs ORTFX Comparison Chart
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CMBFX vs. ORTFX commentary
May 22, 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 (290M) and ORTFX (279M) have equal amount of cash in the bank . ORTFX pays higher dividends than CMBFX: ORTFX (2.92) 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 (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 : 1.64 vs. ORTFX (0.29). CMBFX return over 5 years is better than : 0.62 vs. ORTFX (-3.25).
| 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 | -0.151 | -1.111 | 14% |
| Front Load | N/A | 3% | - |
| 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 | 2.92 | 84% |
| Returns for 1 year | 1.64 | 0.29 | 560% |
| Returns for 3 years | 6.62 | 4.57 | 145% |
| Returns for 5 years | 0.62 | -3.25 | -19% |
| Returns for 10 years | 14.57 | 8.73 | 167% |
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