Interact to see
Advertisement
Advertisement
COEAX vs ORTFX
COEAX vs ORTFX Comparison
Open Charts COEAX vs ORTFX
Columbia Oregon Itmt Muncpl Bd A
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
COEAX vs ORTFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
COEAX 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 COEAX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
COEAX (287M) and ORTFX (279M) have equal amount of cash in the bank . ORTFX pays higher dividends than COEAX: ORTFX (2.97) 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 (13.00). 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 annual gain was more profitable for investors over the last year : 1.14 vs. ORTFX (0.35). COEAX return over 5 years is better than : -0.72 vs. ORTFX (-2.86).
| 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 | 0.052 | -0.566 | -9% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 279M | 103% |
| Annual Yield % from dividends | 2.21 | 2.97 | 74% |
| Returns for 1 year | 1.14 | 0.35 | 324% |
| Returns for 3 years | 5.87 | 4.59 | 128% |
| Returns for 5 years | -0.72 | -2.86 | 25% |
| Returns for 10 years | 11.94 | 9.42 | 127% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NDVG | 33.37 | N/A | N/A |
| Nuveen Dividend Growth ETF | |||
| FLTB | 50.21 | -0.04 | -0.08% |
| Fidelity Limited Term Bond ETF | |||
| MAYW | 31.69 | -0.13 | -0.42% |
| AllianzIM U.S. Large Cp Buffer20 May ETF | |||
| XMMO | 123.97 | -1.18 | -0.94% |
| Invesco S&P MidCap Momentum ETF | |||
| ISCG | 47.87 | -0.91 | -1.86% |
| iShares Morningstar Small-Cap Growth ETF | |||