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OKMUX vs ORTFX
OKMUX vs ORTFX Comparison
Open Charts OKMUX vs ORTFX
Oklahoma Municipal A
Price$10.63
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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OKMUX vs ORTFX Comparison Chart
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OKMUX vs. ORTFX commentary
Oct 18, 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 OKMUX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 336M vs. OKMUX (44.6M). OKMUX pays higher dividends than ORTFX: OKMUX (2.51) vs ORTFX (2.01). OKMUX was incepted earlier than ORTFX: OKMUX (28 years) vs ORTFX (38 years). OKMUX is a more actively managed with annual turnover of: 22.50 vs. ORTFX (12.00). OKMUX (1000) and ORTFX (1000) have matching initial minimum investment requirements. OKMUX annual gain was more profitable for investors over the last year : 8.97 vs. ORTFX (5.96). ORTFX return over 5 years is better than : 1.57 vs. OKMUX (-1.12).
| OKMUX | ORTFX | OKMUX / ORTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 38 years | - |
| Gain YTD | 0.406 | 0.861 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.6M | 336M | 13% |
| Annual Yield % from dividends | 2.51 | 2.01 | 124% |
| Returns for 1 year | 8.97 | 5.96 | 151% |
| Returns for 3 years | -4.80 | -1.89 | 254% |
| Returns for 5 years | -1.12 | 1.57 | -71% |
| Returns for 10 years | 9.89 | 10.11 | 98% |
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