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FOTAX vs ORTFX
FOTAX vs ORTFX Comparison
Open Charts FOTAX vs ORTFX
Nuveen Oregon Intermediate Muni Bd A
Price$9.60
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets183.37M
NYLI MacKay Oregon Muni
Price$10.03
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets277.9M
FOTAX vs ORTFX Comparison Chart
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FOTAX vs. ORTFX commentary
Jun 13, 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 FOTAX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 278M vs. FOTAX (183M). ORTFX pays higher dividends than FOTAX: ORTFX (2.97) vs FOTAX (2.81). FOTAX was incepted earlier than ORTFX: FOTAX (26 years) vs ORTFX (39 years). FOTAX (0.83) is less costly to investors than ORTFX (0.71). ORTFX is a more actively managed with annual turnover of: 23.00 vs. FOTAX (20.00). FOTAX (3%) and ORTFX (3%) have equivalent initial investment costs. ORTFX has a lower initial minimum investment than FOTAX: ORTFX (1000) vs FOTAX (2500). FOTAX annual gain was more profitable for investors over the last year : 1.22 vs. ORTFX (0.55). FOTAX return over 5 years is better than : 0.20 vs. ORTFX (-2.86).
| FOTAX | ORTFX | FOTAX / ORTFX | |
| Total Expense Ratio | 0.79 | 0.71 | 111% |
| Annual Report Gross Expense Ratio | 0.83 | 0.71 | 117% |
| Fund Existence | 26 years | 39 years | - |
| Gain YTD | -0.161 | -0.566 | 28% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 278M | 66% |
| Annual Yield % from dividends | 2.81 | 2.97 | 95% |
| Returns for 1 year | 1.22 | 0.55 | 223% |
| Returns for 3 years | 6.70 | 4.29 | 156% |
| Returns for 5 years | 0.20 | -2.86 | -7% |
| Returns for 10 years | 16.27 | 9.52 | 171% |
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