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ORTCX vs ORTFX
ORTCX vs ORTFX Comparison
Open Charts ORTCX vs ORTFX
NYLI MacKay Oregon Muni
Price$9.99
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets279.6M
NYLI MacKay Oregon Muni
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets278.72M
ORTCX vs ORTFX Comparison Chart
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ORTCX vs. ORTFX commentary
May 22, 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 (280M) and ORTFX (279M) have equal amount of cash in the bank . ORTFX pays higher dividends than ORTCX: ORTFX (2.92) vs ORTCX (2.40). ORTCX was incepted earlier than ORTFX: ORTCX (29 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. ORTCX (1000) and ORTFX (1000) have matching initial minimum investment requirements. ORTFX annual gain was more profitable for investors over the last year : 0.29 vs. ORTCX (-0.22). ORTFX return over 5 years is better than : -3.25 vs. ORTCX (-6.98).
| ORTCX | ORTFX | ORTCX / ORTFX | |
| Total Expense Ratio | 1.10 | 0.71 | 155% |
| Annual Report Gross Expense Ratio | 1.10 | 0.71 | 155% |
| Fund Existence | 29 years | 39 years | - |
| Gain YTD | -1.345 | -1.111 | 121% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 279M | 100% |
| Annual Yield % from dividends | 2.40 | 2.92 | 82% |
| Returns for 1 year | -0.22 | 0.29 | -74% |
| Returns for 3 years | 2.28 | 4.57 | 50% |
| Returns for 5 years | -6.98 | -3.25 | 215% |
| Returns for 10 years | 0.78 | 8.73 | 9% |
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