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COEAX vs ORTFX
COEAX vs ORTFX Comparison
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COEAX vs ORTFX Comparison Chart in %
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COEAX vs. ORTFX commentary
Jun 13, 2026
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: 293M vs. ORTFX (271M). ORTFX pays higher dividends than COEAX: ORTFX (3.07) vs COEAX (2.24). COEAX was incepted earlier than ORTFX: COEAX (24 years) vs ORTFX (40 years). COEAX (0.85) is less costly to investors than ORTFX (0.69). ORTFX is a more actively managed with annual turnover of: 64.00 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). ORTFX annual gain was more profitable for investors over the last year : 6.12 vs. COEAX (5.06). COEAX return over 5 years is better than : 2.41 vs. ORTFX (2.07).
| COEAX | ORTFX | COEAX / ORTFX | |
| Total Expense Ratio | 0.84 | 0.69 | 122% |
| Annual Report Gross Expense Ratio | 0.85 | 0.69 | 123% |
| Fund Existence | 24 years | 40 years | - |
| Gain YTD | 0.934 | 1.194 | 78% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 271M | 108% |
| Annual Yield % from dividends | 2.24 | 3.07 | 73% |
| Returns for 1 year | 5.06 | 6.12 | 83% |
| Returns for 3 years | 8.82 | 8.66 | 102% |
| Returns for 5 years | 2.41 | 2.07 | 116% |
| Returns for 10 years | 11.84 | 12.42 | 95% |
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