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HICOX vs ORTFX
HICOX vs ORTFX Comparison
Open Charts HICOX vs ORTFX
Colorado BondShares A Tax-Exempt
Price$8.95
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91B
NYLI MacKay Oregon Muni
Price$10.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets279.23M
HICOX vs ORTFX Comparison Chart in %
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HICOX vs. ORTFX commentary
Oct 15, 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: 1.91B vs. ORTFX (279M). HICOX pays higher dividends than ORTFX: HICOX (5.33) vs ORTFX (3.02). 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 : 4.15 vs. ORTFX (2.40). HICOX return over 5 years is better than : 21.27 vs. ORTFX (0.32).
| 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 | 3.807 | 2.873 | 132% |
| Front Load | 5% | 3% | 158% |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 279M | 686% |
| Annual Yield % from dividends | 5.33 | 3.02 | 177% |
| Returns for 1 year | 4.15 | 2.40 | 173% |
| Returns for 3 years | 21.56 | 9.63 | 224% |
| Returns for 5 years | 21.27 | 0.32 | 6,645% |
| Returns for 10 years | 50.04 | 12.30 | 407% |
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