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DUALX vs ORTFX
DUALX vs ORTFX Comparison
Open Charts DUALX vs ORTFX
Dupree AL Tax-Free Income
Price$11.54
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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DUALX vs ORTFX Comparison Chart
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DUALX vs. ORTFX commentary
Oct 18, 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 DUALX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 336M vs. DUALX (20.7M). DUALX pays higher dividends than ORTFX: DUALX (2.53) vs ORTFX (2.01). DUALX was incepted earlier than ORTFX: DUALX (25 years) vs ORTFX (38 years). ORTFX is a more actively managed with annual turnover of: 12.00 vs. DUALX (4.46). DUALX has a lower initial minimum investment than ORTFX: DUALX (500) vs ORTFX (1000). DUALX annual gain was more profitable for investors over the last year : 9.61 vs. ORTFX (5.96). DUALX return over 5 years is better than : 4.11 vs. ORTFX (1.57).
| DUALX | ORTFX | DUALX / ORTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 38 years | - |
| Gain YTD | 1.131 | 0.861 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7M | 336M | 6% |
| Annual Yield % from dividends | 2.53 | 2.01 | 126% |
| Returns for 1 year | 9.61 | 5.96 | 161% |
| Returns for 3 years | -2.16 | -1.89 | 114% |
| Returns for 5 years | 4.11 | 1.57 | 262% |
| Returns for 10 years | 20.51 | 10.11 | 203% |
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