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CMBFX vs ORTFX
CMBFX vs ORTFX Comparison
Open Charts CMBFX vs ORTFX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.67
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets293.19M
NYLI MacKay Oregon Muni
Price$10.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets279.23M
CMBFX vs ORTFX Comparison Chart in %
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CMBFX vs. ORTFX commentary
Oct 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 (293M) and ORTFX (279M) have equal amount of cash in the bank . ORTFX pays higher dividends than CMBFX: ORTFX (3.02) 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 (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 : 2.78 vs. ORTFX (2.40). CMBFX return over 5 years is better than : 3.04 vs. ORTFX (0.32).
| 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 | 3.136 | 2.873 | 109% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 279M | 105% |
| Annual Yield % from dividends | 2.46 | 3.02 | 81% |
| Returns for 1 year | 2.78 | 2.40 | 116% |
| Returns for 3 years | 11.30 | 9.63 | 117% |
| Returns for 5 years | 3.04 | 0.32 | 949% |
| Returns for 10 years | 15.78 | 12.30 | 128% |
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