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HULFX vs ORTCX
HULFX vs ORTCX Comparison
Open Charts HULFX vs ORTCX
Hawaiian Tax-Free Trust F
Price$10.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets380.45M
NYLI MacKay Oregon Muni
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets275.04M
HULFX vs ORTCX Comparison Chart in %
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HULFX vs. ORTCX commentary
Nov 26, 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 HULFX is a Hold and ORTCX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 380M vs. ORTCX (275M). HULFX (2.61) and ORTCX (2.60) have matching dividends . HULFX was incepted earlier than ORTCX: HULFX (7 years) vs ORTCX (30 years). ORTCX (1.10) is less costly to investors than HULFX (0.76). ORTCX is a more actively managed with annual turnover of: 23.00 vs. HULFX (18.00). HULFX has a lower initial minimum investment than ORTCX: HULFX (0) vs ORTCX (2500). HULFX annual gain was more profitable for investors over the last year : 3.09 vs. ORTCX (2.67). HULFX return over 5 years is better than : 1.70 vs. ORTCX (-3.34).
| HULFX | ORTCX | HULFX / ORTCX | |
| Total Expense Ratio | 0.76 | 1.10 | 69% |
| Annual Report Gross Expense Ratio | 0.76 | 1.10 | 69% |
| Fund Existence | 7 years | 30 years | - |
| Gain YTD | 3.607 | 3.095 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 275M | 138% |
| Annual Yield % from dividends | 2.61 | 2.60 | 101% |
| Returns for 1 year | 3.09 | 2.67 | 116% |
| Returns for 3 years | 9.06 | 6.43 | 141% |
| Returns for 5 years | 1.70 | -3.34 | -51% |
| Returns for 10 years | N/A | 4.75 | - |
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