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HULFX vs UTAHX
HULFX vs UTAHX Comparison
Open Charts HULFX vs UTAHX
Hawaiian Tax-Free Trust F
Price$10.63
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets384.11M
NYLI MacKay Utah Muni
Price$9.66
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets190.82M
HULFX vs UTAHX Comparison Chart in %
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HULFX vs. UTAHX 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 UTAHX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 384M vs. UTAHX (191M). UTAHX pays higher dividends than HULFX: UTAHX (3.52) vs HULFX (2.57). HULFX was incepted earlier than UTAHX: HULFX (7 years) vs UTAHX (33 years). UTAHX (0.96) is less costly to investors than HULFX (0.76). UTAHX is a more actively managed with annual turnover of: 34.00 vs. HULFX (18.00). HULFX has a lower initial minimum investment than UTAHX: HULFX (0) vs UTAHX (1000). UTAHX annual gain was more profitable for investors over the last year : 3.29 vs. HULFX (2.54). UTAHX return over 5 years is better than : 2.16 vs. HULFX (1.85).
| HULFX | UTAHX | HULFX / UTAHX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 0.96 | 79% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 3.139 | 3.553 | 88% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 191M | 201% |
| Annual Yield % from dividends | 2.57 | 3.52 | 73% |
| Returns for 1 year | 2.54 | 3.29 | 77% |
| Returns for 3 years | 10.44 | 11.66 | 90% |
| Returns for 5 years | 1.85 | 2.16 | 86% |
| Returns for 10 years | N/A | 17.24 | - |
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