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HICOX vs ORTCX
HICOX vs ORTCX Comparison
Open Charts HICOX vs ORTCX
Colorado BondShares A Tax-Exempt
Price$8.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.86B
NYLI MacKay Oregon Muni
Price$10.07
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets273.41M
HICOX vs ORTCX Comparison Chart in %
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HICOX vs. ORTCX commentary
Aug 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 HICOX is a Hold and ORTCX is a Hold.
FUNDAMENTALS
Fundamentals
HICOX has more cash in the bank: 1.86B vs. ORTCX (273M). HICOX pays higher dividends than ORTCX: HICOX (5.44) vs ORTCX (2.68). HICOX was incepted earlier than ORTCX: HICOX (38 years) vs ORTCX (29 years). ORTCX (1.10) is less costly to investors than HICOX (0.60). ORTCX is a more actively managed with annual turnover of: 23.00 vs. HICOX (5.58). HICOX has a lower initial minimum investment than ORTCX: HICOX (500) vs ORTCX (1000). HICOX annual gain was more profitable for investors over the last year : 3.11 vs. ORTCX (-0.11). HICOX return over 5 years is better than : 19.45 vs. ORTCX (-6.64).
| HICOX | ORTCX | HICOX / ORTCX | |
| Total Expense Ratio | 0.60 | 1.10 | 55% |
| Annual Report Gross Expense Ratio | 0.60 | 1.10 | 55% |
| Fund Existence | 38 years | 29 years | - |
| Gain YTD | 1.495 | 0.010 | 15,326% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 273M | 681% |
| Annual Yield % from dividends | 5.44 | 2.68 | 203% |
| Returns for 1 year | 3.11 | -0.11 | -2,928% |
| Returns for 3 years | 13.20 | 0.72 | 1,838% |
| Returns for 5 years | 19.45 | -6.64 | -293% |
| Returns for 10 years | 47.77 | 1.98 | 2,412% |
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