IKSTX
Price
$10.00
Change
-$0.02 (-0.20%)
Updated
May 21 closing price
Net Assets
117.62M
ORTFX
Price
$10.00
Change
-$0.02 (-0.20%)
Updated
May 21 closing price
Net Assets
278.72M
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IKSTX vs ORTFX

Header iconIKSTX vs ORTFX Comparison
Open Charts IKSTX vs ORTFXBanner chart's image
Carret Kansas Tax Exempt Bond Fund A
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets117.62M
NYLI MacKay Oregon Muni
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets278.72M
IKSTX vs ORTFX Comparison Chart
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IKSTX vs. ORTFX commentary
May 23, 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 IKSTX is a Hold and ORTFX is a Hold.

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FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 279M vs. IKSTX (118M). ORTFX pays higher dividends than IKSTX: ORTFX (2.92) vs IKSTX (1.95). IKSTX was incepted earlier than ORTFX: IKSTX (23 years) vs ORTFX (39 years). IKSTX (0.99) is less costly to investors than ORTFX (0.71). ORTFX is a more actively managed with annual turnover of: 23.00 vs. IKSTX (10.00). IKSTX initial investment is less costly to investors than ORTFX (3%) vs ORTFX (3%). ORTFX has a lower initial minimum investment than IKSTX: ORTFX (1000) vs IKSTX (5000). IKSTX annual gain was more profitable for investors over the last year : 2.37 vs. ORTFX (0.29). IKSTX return over 5 years is better than : -2.02 vs. ORTFX (-3.25).
IKSTXORTFXIKSTX / ORTFX
Total Expense Ratio0.810.71114%
Annual Report Gross Expense Ratio0.990.71139%
Fund Existence23 years39 years-
Gain YTD0.062-1.111-6%
Front Load4%3%142%
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets118M279M42%
Annual Yield % from dividends1.952.9267%
Returns for 1 year2.370.29807%
Returns for 3 years6.154.57135%
Returns for 5 years-2.02-3.2562%
Returns for 10 years9.358.73107%
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