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DUALX vs ORTFX
DUALX vs ORTFX Comparison
Open Charts DUALX vs ORTFX
Dupree AL Tax-Free Income
Price$11.45
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets18.63M
NYLI MacKay Oregon Muni
Price$10.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets274.99M
DUALX vs ORTFX Comparison Chart in %
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DUALX vs. ORTFX commentary
Dec 02, 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 DUALX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 275M vs. DUALX (18.6M). DUALX (3.03) and ORTFX (2.99) have matching dividends . DUALX was incepted earlier than ORTFX: DUALX (26 years) vs ORTFX (39 years). DUALX (0.91) is less costly to investors than ORTFX (0.71). ORTFX is a more actively managed with annual turnover of: 23.00 vs. DUALX (20.09). DUALX has a lower initial minimum investment than ORTFX: DUALX (500) vs ORTFX (1000). ORTFX annual gain was more profitable for investors over the last year : 3.09 vs. DUALX (1.80). DUALX return over 5 years is better than : 1.28 vs. ORTFX (0.41).
| DUALX | ORTFX | DUALX / ORTFX | |
| Total Expense Ratio | 0.91 | 0.71 | 128% |
| Annual Report Gross Expense Ratio | 0.91 | 0.71 | 128% |
| Fund Existence | 26 years | 39 years | - |
| Gain YTD | 3.443 | 3.643 | 94% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 275M | 7% |
| Annual Yield % from dividends | 3.03 | 2.99 | 101% |
| Returns for 1 year | 1.80 | 3.09 | 58% |
| Returns for 3 years | 9.31 | 8.24 | 113% |
| Returns for 5 years | 1.28 | 0.41 | 315% |
| Returns for 10 years | 20.09 | 13.14 | 153% |
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