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ORTCX vs ORTFX
ORTCX vs ORTFX Comparison
Open Charts ORTCX vs ORTFX
NYLI MacKay Oregon Muni
Price$10.27
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets279.23M
NYLI MacKay Oregon Muni
Price$10.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets279.23M
ORTCX vs ORTFX Comparison Chart in %
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ORTCX vs. ORTFX commentary
Oct 15, 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 ORTCX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTCX (279M) and ORTFX (279M) have equal amount of cash in the bank . ORTFX pays higher dividends than ORTCX: ORTFX (3.02) vs ORTCX (2.62). ORTCX was incepted earlier than ORTFX: ORTCX (30 years) vs ORTFX (39 years). ORTCX (1.10) is less costly to investors than ORTFX (0.71). ORTCX (23.00) and ORTFX (23.00) have comparable annual turnover. ORTFX has a lower initial minimum investment than ORTCX: ORTFX (1000) vs ORTCX (2500). ORTFX annual gain was more profitable for investors over the last year : 2.40 vs. ORTCX (2.08). ORTFX return over 5 years is better than : 0.32 vs. ORTCX (-3.27).
| ORTCX | ORTFX | ORTCX / ORTFX | |
| Total Expense Ratio | 1.10 | 0.71 | 155% |
| Annual Report Gross Expense Ratio | 1.10 | 0.71 | 155% |
| Fund Existence | 30 years | 39 years | - |
| Gain YTD | 2.563 | 2.873 | 89% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 279M | 100% |
| Annual Yield % from dividends | 2.62 | 3.02 | 87% |
| Returns for 1 year | 2.08 | 2.40 | 87% |
| Returns for 3 years | 7.55 | 9.63 | 78% |
| Returns for 5 years | -3.27 | 0.32 | -1,021% |
| Returns for 10 years | 4.03 | 12.30 | 33% |
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