Interact to see
Advertisement
Advertisement
ETMOX vs ORTFX
ETMOX vs ORTFX Comparison
Open Charts ETMOX vs ORTFX
Eaton Vance MO Municipal Income A
Price$8.33
Change-$0.03 (-0.36%)
VolumeN/A
Net Assets82.34M
NYLI MacKay Oregon Muni
Price$9.98
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets278.72M
ETMOX vs ORTFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ETMOX vs. ORTFX commentary
May 23, 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: 279M vs. ETMOX (82.3M). ETMOX pays higher dividends than ORTFX: ETMOX (3.56) vs ORTFX (2.92). 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 : 0.42 vs. ORTFX (0.29). ORTFX return over 5 years is better than : -3.45 vs. ETMOX (-4.25).
| 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 | -1.783 | -1.309 | 136% |
| Front Load | 3% | 3% | 108% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3M | 279M | 29% |
| Annual Yield % from dividends | 3.56 | 2.92 | 122% |
| Returns for 1 year | 0.42 | 0.29 | 145% |
| Returns for 3 years | 3.72 | 4.16 | 89% |
| Returns for 5 years | -4.25 | -3.45 | 123% |
| Returns for 10 years | -0.14 | 8.51 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IGM | 101.86 | 0.28 | +0.28% |
| iShares Expanded Tech Sector ETF | |||
| JULH | 25.09 | N/A | +0.02% |
| Innovator Premium Income 20 Bar ETF -Jul | |||
| ONEO | 122.00 | N/A | N/A |
| SPDR® Russell 1000 Momentum Focus ETF | |||
| CONL | 27.32 | N/A | N/A |
| GraniteShares 2x Long COIN Daily ETF | |||
| JCE | 14.86 | -0.16 | -1.07% |
| Nuveen Core Equity Alpha Fund | |||