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ETMOX vs ORTFX
ETMOX vs ORTFX Comparison
Open Charts ETMOX vs ORTFX
Eaton Vance MO Municipal Income A
Price$8.44
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets84.05M
NYLI MacKay Oregon Muni
Price$10.07
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets273.91M
ETMOX vs ORTFX Comparison Chart in %
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ETMOX vs. ORTFX commentary
Aug 06, 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: 274M vs. ETMOX (84.1M). ETMOX pays higher dividends than ORTFX: ETMOX (3.56) vs ORTFX (3.09). ETMOX was incepted earlier than ORTFX: ETMOX (32 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. ORTFX annual gain was more profitable for investors over the last year : -0.28 vs. ETMOX (-0.92). ORTFX return over 5 years is better than : -3.09 vs. ETMOX (-4.39).
| ETMOX | ORTFX | ETMOX / ORTFX | |
| Total Expense Ratio | 0.71 | 0.71 | 100% |
| Annual Report Gross Expense Ratio | 0.71 | 0.71 | 100% |
| Fund Existence | 32 years | 39 years | - |
| Gain YTD | -0.194 | 0.346 | -56% |
| Front Load | 3% | 3% | 108% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.1M | 274M | 31% |
| Annual Yield % from dividends | 3.56 | 3.09 | 115% |
| Returns for 1 year | -0.92 | -0.28 | 331% |
| Returns for 3 years | 3.03 | 2.76 | 110% |
| Returns for 5 years | -4.39 | -3.09 | 142% |
| Returns for 10 years | 1.80 | 10.13 | 18% |
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