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HULFX vs UTAYX
HULFX vs UTAYX Comparison
Open Charts HULFX vs UTAYX
Hawaiian Tax-Free Trust F
Price$10.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets380.45M
NYLI MacKay Utah Muni
Price$9.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets194.43M
HULFX vs UTAYX Comparison Chart in %
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HULFX vs. UTAYX 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 UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 380M vs. UTAYX (194M). UTAYX pays higher dividends than HULFX: UTAYX (3.73) vs HULFX (2.61). HULFX was incepted earlier than UTAYX: HULFX (7 years) vs UTAYX (30 years). HULFX (0.76) and UTAYX (0.75) have similar cost to investors . UTAYX is a more actively managed with annual turnover of: 34.00 vs. HULFX (18.00). HULFX has a lower initial minimum investment than UTAYX: HULFX (0) vs UTAYX (1000000). UTAYX annual gain was more profitable for investors over the last year : 3.97 vs. HULFX (3.09). UTAYX return over 5 years is better than : 2.94 vs. HULFX (1.70).
| HULFX | UTAYX | HULFX / UTAYX | |
| Total Expense Ratio | 0.76 | 0.55 | 138% |
| Annual Report Gross Expense Ratio | 0.76 | 0.75 | 101% |
| Fund Existence | 7 years | 30 years | - |
| Gain YTD | 3.607 | 4.286 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 194M | 196% |
| Annual Yield % from dividends | 2.61 | 3.73 | 70% |
| Returns for 1 year | 3.09 | 3.97 | 78% |
| Returns for 3 years | 9.06 | 10.99 | 82% |
| Returns for 5 years | 1.70 | 2.94 | 58% |
| Returns for 10 years | N/A | 20.19 | - |
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