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CMBFX vs ORTFX
CMBFX vs ORTFX Comparison
Open Charts CMBFX vs ORTFX
Columbia Oregon Itmt Muncpl Bd Inst
Price$11.36
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets287.57M
NYLI MacKay Oregon Muni
Price$9.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets281.62M
CMBFX vs ORTFX Comparison Chart
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CMBFX vs. ORTFX commentary
Apr 29, 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 (288M) and ORTFX (282M) have equal amount of cash in the bank . ORTFX pays higher dividends than CMBFX: ORTFX (2.84) vs CMBFX (2.42). CMBFX was incepted earlier than ORTFX: CMBFX (41 years) vs ORTFX (39 years). ORTFX (0.80) 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 : 1.37 vs. ORTFX (0.34). CMBFX return over 5 years is better than : 2.52 vs. ORTFX (-0.83).
| CMBFX | ORTFX | CMBFX / ORTFX | |
| Total Expense Ratio | 0.56 | 0.71 | 79% |
| Annual Report Gross Expense Ratio | 0.60 | 0.80 | 75% |
| Fund Existence | 41 years | 39 years | - |
| Gain YTD | -0.879 | -1.446 | 61% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 282M | 102% |
| Annual Yield % from dividends | 2.42 | 2.84 | 85% |
| Returns for 1 year | 1.37 | 0.34 | 407% |
| Returns for 3 years | 4.75 | 3.41 | 140% |
| Returns for 5 years | 2.52 | -0.83 | -305% |
| Returns for 10 years | 13.01 | 7.68 | 169% |
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