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HICOX vs ORTCX
HICOX vs ORTCX Comparison
Open Charts HICOX vs ORTCX
Colorado BondShares A Tax-Exempt
Price$8.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.94B
NYLI MacKay Oregon Muni
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets275.04M
HICOX vs ORTCX Comparison Chart in %
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HICOX vs. ORTCX commentary
Nov 26, 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: 1.94B vs. ORTCX (275M). HICOX pays higher dividends than ORTCX: HICOX (5.30) vs ORTCX (2.60). HICOX was incepted earlier than ORTCX: HICOX (39 years) vs ORTCX (30 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 (2500). HICOX annual gain was more profitable for investors over the last year : 3.89 vs. ORTCX (2.67). HICOX return over 5 years is better than : 20.94 vs. ORTCX (-3.34).
| HICOX | ORTCX | HICOX / ORTCX | |
| Total Expense Ratio | 0.60 | 1.10 | 55% |
| Annual Report Gross Expense Ratio | 0.60 | 1.10 | 55% |
| Fund Existence | 39 years | 30 years | - |
| Gain YTD | 4.937 | 3.095 | 160% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 2500 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 275M | 706% |
| Annual Yield % from dividends | 5.30 | 2.60 | 204% |
| Returns for 1 year | 3.89 | 2.67 | 146% |
| Returns for 3 years | 20.81 | 6.43 | 324% |
| Returns for 5 years | 20.94 | -3.34 | -628% |
| Returns for 10 years | 51.10 | 4.75 | 1,075% |
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