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ORTCX vs USVAX
ORTCX vs USVAX Comparison
Open Charts ORTCX vs USVAX
NYLI MacKay Oregon Muni
Price$10.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory VA Bond
Price$10.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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ORTCX vs USVAX Comparison Chart
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ORTCX vs. USVAX 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 ORTCX is a Hold and USVAX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX has more cash in the bank: 526M vs. ORTCX (335M). USVAX pays higher dividends than ORTCX: USVAX (3.09) vs ORTCX (1.17). ORTCX was incepted earlier than USVAX: ORTCX (29 years) vs USVAX (34 years). USVAX is a more actively managed with annual turnover of: 14.00 vs. ORTCX (12.00). ORTCX has a lower initial minimum investment than USVAX: ORTCX (1000) vs USVAX (3000). USVAX annual gain was more profitable for investors over the last year : 13.73 vs. ORTCX (5.16). USVAX return over 5 years is better than : 5.62 vs. ORTCX (-2.59).
| ORTCX | USVAX | ORTCX / USVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 34 years | - |
| Gain YTD | 0.212 | 2.655 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 526M | 64% |
| Annual Yield % from dividends | 1.17 | 3.09 | 38% |
| Returns for 1 year | 5.16 | 13.73 | 38% |
| Returns for 3 years | -4.29 | -0.48 | 893% |
| Returns for 5 years | -2.59 | 5.62 | -46% |
| Returns for 10 years | 2.09 | 6.79 | 31% |
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