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HICOX vs UTAYX
HICOX vs UTAYX Comparison
Open Charts HICOX vs UTAYX
Colorado BondShares A Tax-Exempt
Price$8.97
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.92B
NYLI MacKay Utah Muni
Price$9.69
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets190.82M
HICOX vs UTAYX Comparison Chart in %
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HICOX vs. UTAYX 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 UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
HICOX has more cash in the bank: 1.92B vs. UTAYX (191M). HICOX pays higher dividends than UTAYX: HICOX (5.33) vs UTAYX (3.74). HICOX was incepted earlier than UTAYX: HICOX (38 years) vs UTAYX (29 years). UTAYX (0.75) is less costly to investors than HICOX (0.60). UTAYX is a more actively managed with annual turnover of: 34.00 vs. HICOX (5.58). HICOX has a lower initial minimum investment than UTAYX: HICOX (500) vs UTAYX (1000000). HICOX annual gain was more profitable for investors over the last year : 3.89 vs. UTAYX (3.53). HICOX return over 5 years is better than : 21.19 vs. UTAYX (3.36).
| HICOX | UTAYX | HICOX / UTAYX | |
| Total Expense Ratio | 0.60 | 0.55 | 109% |
| Annual Report Gross Expense Ratio | 0.60 | 0.75 | 80% |
| Fund Existence | 38 years | 29 years | - |
| Gain YTD | 4.039 | 3.833 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 191M | 1,004% |
| Annual Yield % from dividends | 5.33 | 3.74 | 142% |
| Returns for 1 year | 3.89 | 3.53 | 110% |
| Returns for 3 years | 21.84 | 12.49 | 175% |
| Returns for 5 years | 21.19 | 3.36 | 630% |
| Returns for 10 years | 50.37 | 19.67 | 256% |
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