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COEAX vs ORTFX
COEAX vs ORTFX Comparison
Open Charts COEAX vs ORTFX
Columbia Oregon Itmt Muncpl Bd A
Price$11.68
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets293.62M
NYLI MacKay Oregon Muni
Price$10.29
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets278.32M
COEAX vs ORTFX Comparison Chart in %
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COEAX vs. ORTFX commentary
Oct 16, 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 COEAX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
COEAX has more cash in the bank: 294M vs. ORTFX (278M). ORTFX pays higher dividends than COEAX: ORTFX (3.02) vs COEAX (2.21). COEAX was incepted earlier than ORTFX: COEAX (23 years) vs ORTFX (39 years). COEAX (0.85) is less costly to investors than ORTFX (0.71). ORTFX is a more actively managed with annual turnover of: 23.00 vs. COEAX (12.00). COEAX (3%) and ORTFX (3%) have equivalent initial investment costs. ORTFX has a lower initial minimum investment than COEAX: ORTFX (1000) vs COEAX (2000). COEAX (2.61) and ORTFX (2.50) have marching annual gain over last year. COEAX return over 5 years is better than : 1.68 vs. ORTFX (0.52).
| COEAX | ORTFX | COEAX / ORTFX | |
| Total Expense Ratio | 0.81 | 0.71 | 114% |
| Annual Report Gross Expense Ratio | 0.85 | 0.71 | 120% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 3.030 | 3.074 | 99% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 278M | 106% |
| Annual Yield % from dividends | 2.21 | 3.02 | 73% |
| Returns for 1 year | 2.61 | 2.50 | 105% |
| Returns for 3 years | 10.56 | 9.85 | 107% |
| Returns for 5 years | 1.68 | 0.52 | 326% |
| Returns for 10 years | 13.06 | 12.52 | 104% |
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