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ETMOX vs ORTFX
ETMOX vs ORTFX Comparison
Open Charts ETMOX vs ORTFX
Eaton Vance MO Municipal Income A
Price$8.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets85.85M
NYLI MacKay Oregon Muni
Price$10.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets276.88M
ETMOX vs ORTFX Comparison Chart in %
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ETMOX vs. ORTFX commentary
Sep 16, 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: 277M vs. ETMOX (85.9M). ETMOX pays higher dividends than ORTFX: ETMOX (3.53) vs ORTFX (3.07). 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. ETMOX annual gain was more profitable for investors over the last year : 1.78 vs. ORTFX (1.61). ORTFX return over 5 years is better than : -0.44 vs. ETMOX (-0.70).
| 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 | 2.597 | 2.413 | 108% |
| Front Load | 3% | 3% | 108% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 277M | 31% |
| Annual Yield % from dividends | 3.53 | 3.07 | 115% |
| Returns for 1 year | 1.78 | 1.61 | 111% |
| Returns for 3 years | 9.60 | 7.49 | 128% |
| Returns for 5 years | -0.70 | -0.44 | 159% |
| Returns for 10 years | 4.76 | 12.70 | 37% |
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