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ORTCX vs ORTFX
ORTCX vs ORTFX Comparison
Open Charts ORTCX vs ORTFX
ORTCX vs ORTFX Comparison Chart in %
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ORTCX vs. ORTFX commentary
Jun 13, 2026
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
ORTFX (271M) and ORTCX (270M) have equal amount of cash in the bank . ORTFX pays higher dividends than ORTCX: ORTFX (3.07) vs ORTCX (2.68). ORTCX was incepted earlier than ORTFX: ORTCX (30 years) vs ORTFX (40 years). ORTCX (1.30) is less costly to investors than ORTFX (0.69). ORTCX (64.00) and ORTFX (64.00) 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 : 6.12 vs. ORTCX (5.61). ORTFX return over 5 years is better than : 2.07 vs. ORTCX (-1.37).
| ORTCX | ORTFX | ORTCX / ORTFX | |
| Total Expense Ratio | 1.10 | 0.69 | 159% |
| Annual Report Gross Expense Ratio | 1.30 | 0.69 | 188% |
| Fund Existence | 30 years | 40 years | - |
| Gain YTD | 1.031 | 1.194 | 86% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 271M | 100% |
| Annual Yield % from dividends | 2.68 | 3.07 | 87% |
| Returns for 1 year | 5.61 | 6.12 | 92% |
| Returns for 3 years | 6.81 | 8.66 | 79% |
| Returns for 5 years | -1.37 | 2.07 | -66% |
| Returns for 10 years | 4.12 | 12.42 | 33% |
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