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COEAX vs ORTFX
COEAX vs ORTFX Comparison
Open Charts COEAX vs ORTFX
Columbia Oregon Itmt Muncpl Bd A
Price$11.71
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets296.56M
NYLI MacKay Oregon Muni
Price$10.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets275.04M
COEAX vs ORTFX Comparison Chart in %
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COEAX vs. ORTFX commentary
Nov 26, 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: 297M vs. ORTFX (275M). ORTFX pays higher dividends than COEAX: ORTFX (2.99) vs COEAX (2.20). 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 (12.00). 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 (3.24) and ORTFX (3.19) have marching annual gain over last year. COEAX return over 5 years is better than : 1.58 vs. ORTFX (0.31).
| 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 | 3.579 | 3.543 | 101% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 275M | 108% |
| Annual Yield % from dividends | 2.20 | 2.99 | 74% |
| Returns for 1 year | 3.24 | 3.19 | 101% |
| Returns for 3 years | 9.30 | 8.56 | 109% |
| Returns for 5 years | 1.58 | 0.31 | 512% |
| Returns for 10 years | 13.84 | 13.23 | 105% |
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