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COEAX vs ORTFX
COEAX vs ORTFX Comparison
Open Charts COEAX vs ORTFX
Columbia Oregon Itmt Muncpl Bd A
Price$11.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.36M
NYLI MacKay Oregon Muni
Price$10.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.79M
COEAX vs ORTFX Comparison Chart in %
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COEAX vs. ORTFX commentary
Jul 07, 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 (286M) and ORTFX (274M) have equal amount of cash in the bank . ORTFX pays higher dividends than COEAX: ORTFX (3.01) 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 : 1.69 vs. ORTFX (1.01). COEAX return over 5 years is better than : -0.34 vs. ORTFX (-2.19).
| 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 | 0.591 | 0.080 | 743% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 274M | 104% |
| Annual Yield % from dividends | 2.21 | 3.01 | 73% |
| Returns for 1 year | 1.69 | 1.01 | 167% |
| Returns for 3 years | 5.36 | 4.22 | 127% |
| Returns for 5 years | -0.34 | -2.19 | 16% |
| Returns for 10 years | 12.11 | 9.94 | 122% |
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