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COEAX vs ORTFX
COEAX vs ORTFX Comparison
Open Charts COEAX vs ORTFX
Columbia Oregon Itmt Muncpl Bd A
Price$11.38
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets290.23M
NYLI MacKay Oregon Muni
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets278.72M
COEAX vs ORTFX Comparison Chart
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COEAX vs. ORTFX commentary
May 22, 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 (290M) and ORTFX (279M) have equal amount of cash in the bank . ORTFX pays higher dividends than COEAX: ORTFX (2.92) vs COEAX (2.19). 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 : 1.39 vs. ORTFX (0.29). COEAX return over 5 years is better than : -0.77 vs. ORTFX (-3.25).
| 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 | -0.234 | -1.111 | 21% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 279M | 104% |
| Annual Yield % from dividends | 2.19 | 2.92 | 75% |
| Returns for 1 year | 1.39 | 0.29 | 474% |
| Returns for 3 years | 5.83 | 4.57 | 128% |
| Returns for 5 years | -0.77 | -3.25 | 24% |
| Returns for 10 years | 11.78 | 8.73 | 135% |
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