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CORMX vs ORTFX
CORMX vs ORTFX Comparison
Open Charts CORMX vs ORTFX
Columbia Oregon Itmt Muncpl Bd Adv
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
NYLI MacKay Oregon Muni
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CORMX vs ORTFX Comparison Chart
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CORMX vs. ORTFX commentary
Oct 19, 2024
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 CORMX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 336M vs. CORMX (309M). CORMX pays higher dividends than ORTFX: CORMX (2.32) vs ORTFX (2.01). CORMX was incepted earlier than ORTFX: CORMX (12 years) vs ORTFX (38 years). ORTFX is a more actively managed with annual turnover of: 12.00 vs. CORMX (10.00). ORTFX has a lower initial minimum investment than CORMX: ORTFX (1000) vs CORMX (2000). CORMX annual gain was more profitable for investors over the last year : 7.19 vs. ORTFX (5.96). CORMX return over 5 years is better than : 2.99 vs. ORTFX (1.57).
| CORMX | ORTFX | CORMX / ORTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 38 years | - |
| Gain YTD | 1.274 | 0.861 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 336M | 92% |
| Annual Yield % from dividends | 2.32 | 2.01 | 115% |
| Returns for 1 year | 7.19 | 5.96 | 121% |
| Returns for 3 years | -0.75 | -1.89 | 40% |
| Returns for 5 years | 2.99 | 1.57 | 190% |
| Returns for 10 years | 13.90 | 10.11 | 137% |
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