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CMBFX vs ORTFX
CMBFX vs ORTFX Comparison
Open Charts CMBFX vs ORTFX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.97M
NYLI MacKay Oregon Muni
Price$10.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets279.35M
CMBFX vs ORTFX Comparison Chart
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CMBFX vs. ORTFX commentary
Jun 15, 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 (287M) and ORTFX (279M) have equal amount of cash in the bank . ORTFX pays higher dividends than CMBFX: ORTFX (2.97) 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 : 1.40 vs. ORTFX (0.35). CMBFX return over 5 years is better than : 0.69 vs. ORTFX (-2.86).
| 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 | 0.157 | -0.566 | -28% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 279M | 103% |
| Annual Yield % from dividends | 2.46 | 2.97 | 83% |
| Returns for 1 year | 1.40 | 0.35 | 396% |
| Returns for 3 years | 6.67 | 4.59 | 145% |
| Returns for 5 years | 0.69 | -2.86 | -24% |
| Returns for 10 years | 14.72 | 9.42 | 156% |
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