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IKSTX vs ORTFX
IKSTX vs ORTFX Comparison
Open Charts IKSTX vs ORTFX
Carret Kansas Tax Exempt Bond Fund A
Price$10.17
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
NYLI MacKay Oregon Muni
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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IKSTX vs ORTFX Comparison Chart
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IKSTX vs. ORTFX commentary
Oct 19, 2024
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.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 335M vs. IKSTX (122M). ORTFX pays higher dividends than IKSTX: ORTFX (2.01) vs IKSTX (1.72). IKSTX was incepted earlier than ORTFX: IKSTX (22 years) vs ORTFX (38 years). ORTFX is a more actively managed with annual turnover of: 12.00 vs. IKSTX (8.00). 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 : 8.71 vs. ORTFX (5.96). ORTFX return over 5 years is better than : 1.57 vs. IKSTX (1.13).
| IKSTX | ORTFX | IKSTX / ORTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 38 years | - |
| Gain YTD | 0.712 | 0.861 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 335M | 36% |
| Annual Yield % from dividends | 1.72 | 2.01 | 85% |
| Returns for 1 year | 8.71 | 5.96 | 146% |
| Returns for 3 years | -3.47 | -1.89 | 183% |
| Returns for 5 years | 1.13 | 1.57 | 72% |
| Returns for 10 years | 8.68 | 10.11 | 86% |
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