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COEAX vs ORTFX
COEAX vs ORTFX Comparison
Open Charts COEAX vs ORTFX
Columbia Oregon Itmt Muncpl Bd A
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets292.19M
NYLI MacKay Oregon Muni
Price$10.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets276.88M
COEAX vs ORTFX Comparison Chart in %
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COEAX vs. ORTFX commentary
Sep 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: 292M vs. ORTFX (277M). ORTFX pays higher dividends than COEAX: ORTFX (3.07) vs COEAX (2.22). 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 : 1.81 vs. ORTFX (1.61). COEAX return over 5 years is better than : 0.90 vs. ORTFX (-0.44).
| 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 | 2.573 | 2.413 | 107% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 277M | 105% |
| Annual Yield % from dividends | 2.22 | 3.07 | 72% |
| Returns for 1 year | 1.81 | 1.61 | 112% |
| Returns for 3 years | 8.41 | 7.49 | 112% |
| Returns for 5 years | 0.90 | -0.44 | -205% |
| Returns for 10 years | 13.89 | 12.70 | 109% |
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