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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+$0.02 (+0.19%)
VolumeN/A
Net Assets384.11M
NYLI MacKay Utah Muni
Price$9.69
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets190.82M
HULFX vs UTAYX Comparison Chart in %
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HULFX vs. UTAYX 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 UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 384M vs. UTAYX (191M). UTAYX pays higher dividends than HULFX: UTAYX (3.74) vs HULFX (2.57). HULFX was incepted earlier than UTAYX: HULFX (7 years) vs UTAYX (29 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 : 3.53 vs. HULFX (2.54). UTAYX return over 5 years is better than : 3.36 vs. HULFX (1.85).
| 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 | 29 years | - |
| Gain YTD | 3.139 | 3.833 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 191M | 201% |
| Annual Yield % from dividends | 2.57 | 3.74 | 69% |
| Returns for 1 year | 2.54 | 3.53 | 72% |
| Returns for 3 years | 10.44 | 12.49 | 84% |
| Returns for 5 years | 1.85 | 3.36 | 55% |
| Returns for 10 years | N/A | 19.67 | - |
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