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FOTAX vs ORTFX
FOTAX vs ORTFX Comparison
Open Charts FOTAX vs ORTFX
Nuveen Oregon Intermediate Muni Bd A
Price$9.55
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets182.91M
NYLI MacKay Oregon Muni
Price$9.98
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets278.72M
FOTAX vs ORTFX Comparison Chart
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FOTAX vs. ORTFX commentary
May 23, 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: 279M vs. FOTAX (183M). ORTFX (2.92) and FOTAX (2.79) have matching dividends . 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 : 1.41 vs. ORTFX (0.29). FOTAX return over 5 years is better than : 0.49 vs. ORTFX (-3.45).
| 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 | -0.504 | -1.309 | 38% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 279M | 66% |
| Annual Yield % from dividends | 2.79 | 2.92 | 96% |
| Returns for 1 year | 1.41 | 0.29 | 488% |
| Returns for 3 years | 6.70 | 4.16 | 161% |
| Returns for 5 years | 0.49 | -3.45 | -14% |
| Returns for 10 years | 15.91 | 8.51 | 187% |
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