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OKMIX vs ORTFX
OKMIX vs ORTFX Comparison
Open Charts OKMIX vs ORTFX
Oklahoma Municipal I
Price$10.64
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
NYLI MacKay Oregon Muni
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OKMIX vs ORTFX Comparison Chart
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OKMIX 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 OKMIX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 335M vs. OKMIX (44.6M). OKMIX pays higher dividends than ORTFX: OKMIX (2.75) vs ORTFX (2.01). OKMIX was incepted earlier than ORTFX: OKMIX (7 years) vs ORTFX (38 years). OKMIX is a more actively managed with annual turnover of: 22.50 vs. ORTFX (12.00). OKMIX (1000) and ORTFX (1000) have matching initial minimum investment requirements. OKMIX annual gain was more profitable for investors over the last year : 9.23 vs. ORTFX (5.96). ORTFX return over 5 years is better than : 1.57 vs. OKMIX (0.14).
| OKMIX | ORTFX | OKMIX / ORTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 38 years | - |
| Gain YTD | 0.596 | 0.861 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.6M | 335M | 13% |
| Annual Yield % from dividends | 2.75 | 2.01 | 137% |
| Returns for 1 year | 9.23 | 5.96 | 155% |
| Returns for 3 years | -4.07 | -1.89 | 215% |
| Returns for 5 years | 0.14 | 1.57 | 9% |
| Returns for 10 years | N/A | 10.11 | - |
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