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HICOX vs UTAYX
HICOX vs UTAYX Comparison
Open Charts HICOX vs UTAYX
Colorado BondShares A Tax-Exempt
Price$8.91
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.89B
NYLI MacKay Utah Muni
Price$9.64
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets189.14M
HICOX vs UTAYX Comparison Chart in %
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HICOX vs. UTAYX commentary
Sep 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: 1.89B vs. UTAYX (189M). HICOX pays higher dividends than UTAYX: HICOX (5.43) vs UTAYX (3.78). 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). UTAYX has a lower initial minimum investment than HICOX: UTAYX (0) vs HICOX (500). HICOX annual gain was more profitable for investors over the last year : 3.53 vs. UTAYX (2.45). HICOX return over 5 years is better than : 20.17 vs. UTAYX (2.20).
| 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 | 2.807 | 2.965 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 189M | 999% |
| Annual Yield % from dividends | 5.43 | 3.78 | 144% |
| Returns for 1 year | 3.53 | 2.45 | 144% |
| Returns for 3 years | 17.77 | 10.13 | 175% |
| Returns for 5 years | 20.17 | 2.20 | 917% |
| Returns for 10 years | 49.32 | 19.24 | 256% |
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