Interact to see
Advertisement
Advertisement
COEAX vs ORTYX
COEAX vs ORTYX Comparison
Open Charts COEAX vs ORTYX
Columbia Oregon Itmt Muncpl Bd A
Price$11.38
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets290.23M
NYLI MacKay Oregon Muni
Price$9.99
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets279.6M
COEAX vs ORTYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
COEAX vs. ORTYX commentary
May 22, 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 ORTYX is a Hold.
FUNDAMENTALS
Fundamentals
COEAX (290M) and ORTYX (280M) have equal amount of cash in the bank . ORTYX pays higher dividends than COEAX: ORTYX (3.08) vs COEAX (2.19). COEAX was incepted earlier than ORTYX: COEAX (23 years) vs ORTYX (29 years). COEAX (0.85) is less costly to investors than ORTYX (0.55). ORTYX is a more actively managed with annual turnover of: 23.00 vs. COEAX (13.00). ORTYX has a lower initial minimum investment than COEAX: ORTYX (0) vs COEAX (2000). COEAX annual gain was more profitable for investors over the last year : 1.39 vs. ORTYX (0.45). COEAX return over 5 years is better than : -0.77 vs. ORTYX (-2.53).
| COEAX | ORTYX | COEAX / ORTYX | |
| Total Expense Ratio | 0.81 | 0.55 | 147% |
| Annual Report Gross Expense Ratio | 0.85 | 0.55 | 155% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | -0.234 | -1.160 | 20% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 280M | 104% |
| Annual Yield % from dividends | 2.19 | 3.08 | 71% |
| Returns for 1 year | 1.39 | 0.45 | 311% |
| Returns for 3 years | 5.83 | 5.04 | 116% |
| Returns for 5 years | -0.77 | -2.53 | 30% |
| Returns for 10 years | 11.78 | 10.28 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AIO | 22.65 | -0.25 | -1.09% |
| Virtus Artificial Intelligence & Technology Opportunities Fund | |||
| UTHY | 39.87 | -0.69 | -1.70% |
| US Treasury 30 Year Bond ETF | |||
| FCLD | 26.75 | -0.56 | -2.06% |
| Fidelity Cloud Computing ETF | |||
| PSCT | 42.81 | -1.03 | -2.35% |
| Invesco S&P SmallCap Info Tech ETF | |||
| ARKK | 55.68 | -1.78 | -3.10% |
| ARK Innovation ETF | |||