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HULFX vs UTACX
HULFX vs UTACX Comparison
Open Charts HULFX vs UTACX
Hawaiian Tax-Free Trust F
Price$10.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets385.01M
NYLI MacKay Utah Muni
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets191.79M
HULFX vs UTACX Comparison Chart in %
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HULFX vs. UTACX commentary
Oct 19, 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 UTACX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 385M vs. UTACX (192M). UTACX pays higher dividends than HULFX: UTACX (3.21) vs HULFX (2.57). HULFX was incepted earlier than UTACX: HULFX (7 years) vs UTACX (29 years). UTACX (1.54) is less costly to investors than HULFX (0.76). UTACX is a more actively managed with annual turnover of: 34.00 vs. HULFX (18.00). HULFX has a lower initial minimum investment than UTACX: HULFX (0) vs UTACX (2500). UTACX annual gain was more profitable for investors over the last year : 3.19 vs. HULFX (2.93). HULFX return over 5 years is better than : 2.24 vs. UTACX (-0.98).
| HULFX | UTACX | HULFX / UTACX | |
| Total Expense Ratio | 0.76 | 1.10 | 69% |
| Annual Report Gross Expense Ratio | 0.76 | 1.54 | 49% |
| Fund Existence | 7 years | 29 years | - |
| Gain YTD | 3.527 | 3.524 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 192M | 201% |
| Annual Yield % from dividends | 2.57 | 3.21 | 80% |
| Returns for 1 year | 2.93 | 3.19 | 92% |
| Returns for 3 years | 10.75 | 9.88 | 109% |
| Returns for 5 years | 2.24 | -0.98 | -228% |
| Returns for 10 years | N/A | 9.42 | - |
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