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ETMOX vs ORTFX
ETMOX vs ORTFX Comparison
Open Charts ETMOX vs ORTFX
Eaton Vance MO Municipal Income A
Price$8.39
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets82.95M
NYLI MacKay Oregon Muni
Price$10.00
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets281.68M
ETMOX vs ORTFX Comparison Chart
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ETMOX vs. ORTFX commentary
Apr 30, 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 ETMOX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 282M vs. ETMOX (83M). ETMOX pays higher dividends than ORTFX: ETMOX (3.52) vs ORTFX (2.84). ETMOX was incepted earlier than ORTFX: ETMOX (31 years) vs ORTFX (39 years). ETMOX (0.71) and ORTFX (0.71) have similar cost to investors . ETMOX is a more actively managed with annual turnover of: 68.00 vs. ORTFX (23.00). ETMOX initial investment is less costly to investors than ORTFX (3%) vs ORTFX (3%). ETMOX (1000) and ORTFX (1000) have matching initial minimum investment requirements. ETMOX annual gain was more profitable for investors over the last year : 1.00 vs. ORTFX (0.34). ORTFX return over 5 years is better than : -0.87 vs. ETMOX (-1.65).
| ETMOX | ORTFX | ETMOX / ORTFX | |
| Total Expense Ratio | 0.71 | 0.71 | 100% |
| Annual Report Gross Expense Ratio | 0.71 | 0.71 | 100% |
| Fund Existence | 31 years | 39 years | - |
| Gain YTD | -1.841 | -1.348 | 137% |
| Front Load | 3% | 3% | 108% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83M | 282M | 29% |
| Annual Yield % from dividends | 3.52 | 2.84 | 124% |
| Returns for 1 year | 1.00 | 0.34 | 297% |
| Returns for 3 years | 2.36 | 3.51 | 67% |
| Returns for 5 years | -1.65 | -0.87 | 188% |
| Returns for 10 years | -0.82 | 7.79 | -11% |
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