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HULFX vs ORTYX
HULFX vs ORTYX Comparison
Open Charts HULFX vs ORTYX
Hawaiian Tax-Free Trust F
Price$10.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets385.06M
NYLI MacKay Oregon Muni
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets278.29M
HULFX vs ORTYX Comparison Chart in %
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HULFX vs. ORTYX commentary
Oct 18, 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 ORTYX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 385M vs. ORTYX (278M). ORTYX pays higher dividends than HULFX: ORTYX (3.17) vs HULFX (2.57). HULFX was incepted earlier than ORTYX: HULFX (7 years) vs ORTYX (30 years). HULFX (0.76) is less costly to investors than ORTYX (0.55). ORTYX is a more actively managed with annual turnover of: 23.00 vs. HULFX (18.00). HULFX has a lower initial minimum investment than ORTYX: HULFX (0) vs ORTYX (1000000). HULFX annual gain was more profitable for investors over the last year : 2.93 vs. ORTYX (2.76). HULFX return over 5 years is better than : 2.24 vs. ORTYX (1.47).
| HULFX | ORTYX | HULFX / ORTYX | |
| Total Expense Ratio | 0.76 | 0.55 | 138% |
| Annual Report Gross Expense Ratio | 0.76 | 0.55 | 138% |
| Fund Existence | 7 years | 30 years | - |
| Gain YTD | 3.527 | 3.291 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 278M | 138% |
| Annual Yield % from dividends | 2.57 | 3.17 | 81% |
| Returns for 1 year | 2.93 | 2.76 | 106% |
| Returns for 3 years | 10.75 | 10.46 | 103% |
| Returns for 5 years | 2.24 | 1.47 | 153% |
| Returns for 10 years | N/A | 14.43 | - |
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