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FORCX vs ORTFX
FORCX vs ORTFX Comparison
Open Charts FORCX vs ORTFX
Nuveen Oregon Intermediate Muni Bd I
Price$9.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets182.91M
NYLI MacKay Oregon Muni
Price$10.02
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets279.59M
FORCX vs ORTFX Comparison Chart
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FORCX vs. ORTFX commentary
May 15, 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 FORCX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 280M vs. FORCX (183M). FORCX (3.00) and ORTFX (2.92) have matching dividends . FORCX was incepted earlier than ORTFX: FORCX (28 years) vs ORTFX (39 years). ORTFX (0.71) is less costly to investors than FORCX (0.63). ORTFX is a more actively managed with annual turnover of: 23.00 vs. FORCX (20.00). ORTFX has a lower initial minimum investment than FORCX: ORTFX (1000) vs FORCX (100000). FORCX annual gain was more profitable for investors over the last year : 1.21 vs. ORTFX (0.30). FORCX return over 5 years is better than : 2.79 vs. ORTFX (-1.93).
| FORCX | ORTFX | FORCX / ORTFX | |
| Total Expense Ratio | 0.59 | 0.71 | 83% |
| Annual Report Gross Expense Ratio | 0.63 | 0.71 | 89% |
| Fund Existence | 28 years | 39 years | - |
| Gain YTD | -0.332 | -0.815 | 41% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 280M | 65% |
| Annual Yield % from dividends | 3.00 | 2.92 | 103% |
| Returns for 1 year | 1.21 | 0.30 | 402% |
| Returns for 3 years | 7.55 | 4.98 | 151% |
| Returns for 5 years | 2.79 | -1.93 | -144% |
| Returns for 10 years | 18.09 | 8.76 | 207% |
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