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HICOX vs ORTCX
HICOX vs ORTCX Comparison
Open Charts HICOX vs ORTCX
Colorado BondShares A Tax-Exempt
Price$8.97
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.92B
NYLI MacKay Oregon Muni
Price$10.28
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets278.32M
HICOX vs ORTCX Comparison Chart in %
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HICOX vs. ORTCX commentary
Oct 16, 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: 1.92B vs. ORTCX (278M). HICOX pays higher dividends than ORTCX: HICOX (5.33) vs ORTCX (2.62). HICOX was incepted earlier than ORTCX: HICOX (38 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 (2.08). HICOX return over 5 years is better than : 21.19 vs. ORTCX (-3.17).
| 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 | 30 years | - |
| Gain YTD | 4.039 | 2.663 | 152% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 2500 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 278M | 690% |
| Annual Yield % from dividends | 5.33 | 2.62 | 204% |
| Returns for 1 year | 3.89 | 2.08 | 187% |
| Returns for 3 years | 21.84 | 7.65 | 285% |
| Returns for 5 years | 21.19 | -3.17 | -667% |
| Returns for 10 years | 50.37 | 4.13 | 1,221% |
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