Interact to see
Advertisement
Advertisement
CMBFX vs ORTFX
CMBFX vs ORTFX Comparison
Open Charts CMBFX vs ORTFX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets287.81M
NYLI MacKay Oregon Muni
Price$10.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.36M
CMBFX vs ORTFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMBFX vs. ORTFX commentary
Aug 10, 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: 288M vs. ORTFX (273M). ORTFX pays higher dividends than CMBFX: ORTFX (3.09) vs CMBFX (2.48). 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 : 1.17 vs. ORTFX (0.30). CMBFX return over 5 years is better than : 0.02 vs. ORTFX (-3.18).
| 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 | 1.029 | 0.346 | 298% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 273M | 105% |
| Annual Yield % from dividends | 2.48 | 3.09 | 80% |
| Returns for 1 year | 1.17 | 0.30 | 388% |
| Returns for 3 years | 4.85 | 2.86 | 170% |
| Returns for 5 years | 0.02 | -3.18 | -1% |
| Returns for 10 years | 14.51 | 10.03 | 145% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement