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FORCX vs ORTFX
FORCX vs ORTFX Comparison
Open Charts FORCX vs ORTFX
FORCX vs ORTFX Comparison Chart in %
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FORCX vs. ORTFX commentary
Jun 25, 2026
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: 271M vs. FORCX (240M). ORTFX (3.07) and FORCX (3.03) have matching dividends . FORCX was incepted earlier than ORTFX: FORCX (29 years) vs ORTFX (40 years). ORTFX (0.69) is less costly to investors than FORCX (0.63). ORTFX is a more actively managed with annual turnover of: 64.00 vs. FORCX (18.00). ORTFX has a lower initial minimum investment than FORCX: ORTFX (1000) vs FORCX (100000). ORTFX (6.12) and FORCX (5.89) have marching annual gain over last year. FORCX return over 5 years is better than : 4.79 vs. ORTFX (2.62).
| FORCX | ORTFX | FORCX / ORTFX | |
| Total Expense Ratio | 0.63 | 0.69 | 91% |
| Annual Report Gross Expense Ratio | 0.63 | 0.69 | 91% |
| Fund Existence | 29 years | 40 years | - |
| Gain YTD | 1.079 | 1.292 | 84% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 271M | 89% |
| Annual Yield % from dividends | 3.03 | 3.07 | 99% |
| Returns for 1 year | 5.89 | 6.12 | 96% |
| Returns for 3 years | 10.82 | 8.55 | 127% |
| Returns for 5 years | 4.79 | 2.62 | 183% |
| Returns for 10 years | 18.13 | 12.03 | 151% |
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