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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+$0.02 (+0.19%)
VolumeN/A
Net Assets384.11M
NYLI MacKay Oregon Muni
Price$10.28
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets278.32M
HULFX vs ORTCX Comparison Chart in %
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HULFX vs. ORTCX 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 HULFX is a Hold and ORTCX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 384M vs. ORTCX (278M). ORTCX (2.62) and HULFX (2.57) 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 : 2.54 vs. ORTCX (2.08). HULFX return over 5 years is better than : 1.85 vs. ORTCX (-3.17).
| 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 | 3.139 | 2.663 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 278M | 138% |
| Annual Yield % from dividends | 2.57 | 2.62 | 98% |
| Returns for 1 year | 2.54 | 2.08 | 122% |
| Returns for 3 years | 10.44 | 7.65 | 136% |
| Returns for 5 years | 1.85 | -3.17 | -58% |
| Returns for 10 years | N/A | 4.13 | - |
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