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HICOX vs ORTFX
HICOX vs ORTFX Comparison
Open Charts HICOX vs ORTFX
Colorado BondShares A Tax-Exempt
Price$8.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.86B
NYLI MacKay Oregon Muni
Price$10.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.36M
HICOX vs ORTFX Comparison Chart in %
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HICOX vs. ORTFX commentary
Aug 10, 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 ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
HICOX has more cash in the bank: 1.86B vs. ORTFX (273M). HICOX pays higher dividends than ORTFX: HICOX (5.44) vs ORTFX (3.09). HICOX was incepted earlier than ORTFX: HICOX (38 years) vs ORTFX (39 years). ORTFX (0.71) is less costly to investors than HICOX (0.60). ORTFX is a more actively managed with annual turnover of: 23.00 vs. HICOX (5.58). HICOX initial investment is less costly to investors than ORTFX (3%) vs ORTFX (3%). HICOX has a lower initial minimum investment than ORTFX: HICOX (500) vs ORTFX (1000). HICOX annual gain was more profitable for investors over the last year : 3.38 vs. ORTFX (0.30). HICOX return over 5 years is better than : 19.70 vs. ORTFX (-3.18).
| HICOX | ORTFX | HICOX / ORTFX | |
| Total Expense Ratio | 0.60 | 0.71 | 85% |
| Annual Report Gross Expense Ratio | 0.60 | 0.71 | 85% |
| Fund Existence | 38 years | 39 years | - |
| Gain YTD | 1.725 | 0.346 | 499% |
| Front Load | 5% | 3% | 158% |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 273M | 683% |
| Annual Yield % from dividends | 5.44 | 3.09 | 176% |
| Returns for 1 year | 3.38 | 0.30 | 1,123% |
| Returns for 3 years | 13.54 | 2.86 | 473% |
| Returns for 5 years | 19.70 | -3.18 | -620% |
| Returns for 10 years | 48.72 | 10.03 | 486% |
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