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CODRX vs ORTFX
CODRX vs ORTFX Comparison
Open Charts CODRX vs ORTFX
Columbia Oregon Itmt Muncpl Bd Inst2
Price$11.35
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets289.52M
NYLI MacKay Oregon Muni
Price$9.98
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets278.72M
CODRX vs ORTFX Comparison Chart
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CODRX vs. ORTFX commentary
May 23, 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 CODRX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
CODRX (290M) and ORTFX (279M) have equal amount of cash in the bank . ORTFX pays higher dividends than CODRX: ORTFX (2.92) vs CODRX (2.48). CODRX was incepted earlier than ORTFX: CODRX (13 years) vs ORTFX (39 years). ORTFX (0.71) is less costly to investors than CODRX (0.57). ORTFX is a more actively managed with annual turnover of: 23.00 vs. CODRX (13.00). CODRX has a lower initial minimum investment than ORTFX: CODRX (0) vs ORTFX (1000). CODRX annual gain was more profitable for investors over the last year : 1.59 vs. ORTFX (0.29). CODRX return over 5 years is better than : 0.31 vs. ORTFX (-3.45).
| CODRX | ORTFX | CODRX / ORTFX | |
| Total Expense Ratio | 0.52 | 0.71 | 73% |
| Annual Report Gross Expense Ratio | 0.57 | 0.71 | 80% |
| Fund Existence | 13 years | 39 years | - |
| Gain YTD | -0.403 | -1.309 | 31% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 279M | 104% |
| Annual Yield % from dividends | 2.48 | 2.92 | 85% |
| Returns for 1 year | 1.59 | 0.29 | 550% |
| Returns for 3 years | 6.16 | 4.16 | 148% |
| Returns for 5 years | 0.31 | -3.45 | -9% |
| Returns for 10 years | 14.14 | 8.51 | 166% |
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