Interact to see
Advertisement
Advertisement
ETMDX vs ORTFX
ETMDX vs ORTFX Comparison
Open Charts ETMDX vs ORTFX
Eaton Vance MD Municipal Income A
Price$8.05
Change-$0.04 (-0.49%)
VolumeN/A
Net Assets89.4M
NYLI MacKay Oregon Muni
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets278.72M
ETMDX vs ORTFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ETMDX vs. ORTFX 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 ETMDX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 279M vs. ETMDX (89.4M). ETMDX pays higher dividends than ORTFX: ETMDX (3.17) vs ORTFX (2.92). ETMDX was incepted earlier than ORTFX: ETMDX (31 years) vs ORTFX (39 years). ETMDX (0.73) and ORTFX (0.71) have similar cost to investors . ETMDX is a more actively managed with annual turnover of: 42.00 vs. ORTFX (23.00). ETMDX initial investment is less costly to investors than ORTFX (3%) vs ORTFX (3%). ETMDX (1000) and ORTFX (1000) have matching initial minimum investment requirements. ETMDX annual gain was more profitable for investors over the last year : 0.79 vs. ORTFX (0.29). ETMDX return over 5 years is better than : -0.30 vs. ORTFX (-3.25).
| ETMDX | ORTFX | ETMDX / ORTFX | |
| Total Expense Ratio | 0.73 | 0.71 | 103% |
| Annual Report Gross Expense Ratio | 0.73 | 0.71 | 103% |
| Fund Existence | 31 years | 39 years | - |
| Gain YTD | -1.510 | -1.111 | 136% |
| Front Load | 3% | 3% | 108% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 279M | 32% |
| Annual Yield % from dividends | 3.17 | 2.92 | 109% |
| Returns for 1 year | 0.79 | 0.29 | 270% |
| Returns for 3 years | 6.10 | 4.57 | 134% |
| Returns for 5 years | -0.30 | -3.25 | 9% |
| Returns for 10 years | 1.05 | 8.73 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement