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COEAX vs ORTFX
COEAX vs ORTFX Comparison
Open Charts COEAX vs ORTFX
Columbia Oregon Itmt Muncpl Bd A
Price$11.36
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets287.57M
NYLI MacKay Oregon Muni
Price$9.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets281.62M
COEAX vs ORTFX Comparison Chart
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COEAX vs. ORTFX commentary
Apr 29, 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 (288M) and ORTFX (282M) have equal amount of cash in the bank . ORTFX pays higher dividends than COEAX: ORTFX (2.84) vs COEAX (2.17). COEAX was incepted earlier than ORTFX: COEAX (23 years) vs ORTFX (39 years). COEAX (0.85) is less costly to investors than ORTFX (0.80). 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 : 1.11 vs. ORTFX (0.34). COEAX return over 5 years is better than : 1.11 vs. ORTFX (-0.83).
| COEAX | ORTFX | COEAX / ORTFX | |
| Total Expense Ratio | 0.81 | 0.71 | 114% |
| Annual Report Gross Expense Ratio | 0.85 | 0.80 | 106% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | -0.941 | -1.446 | 65% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 282M | 102% |
| Annual Yield % from dividends | 2.17 | 2.84 | 76% |
| Returns for 1 year | 1.11 | 0.34 | 332% |
| Returns for 3 years | 3.99 | 3.41 | 117% |
| Returns for 5 years | 1.11 | -0.83 | -134% |
| Returns for 10 years | 10.29 | 7.68 | 134% |
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