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ORTFX vs SEKSX
ORTFX vs SEKSX Comparison
Open Charts ORTFX vs SEKSX
NYLI MacKay Oregon Muni
Price$10.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.79M
Carret Kansas Tax Exempt Bond Fund Instl
Price$10.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets123.1M
ORTFX vs SEKSX Comparison Chart in %
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ORTFX vs. SEKSX commentary
Jul 06, 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 ORTFX is a Hold and SEKSX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 274M vs. SEKSX (123M). ORTFX pays higher dividends than SEKSX: ORTFX (3.01) vs SEKSX (2.03). ORTFX was incepted earlier than SEKSX: ORTFX (39 years) vs SEKSX (35 years). ORTFX (0.71) is less costly to investors than SEKSX (0.67). ORTFX is a more actively managed with annual turnover of: 23.00 vs. SEKSX (10.00). ORTFX has a lower initial minimum investment than SEKSX: ORTFX (1000) vs SEKSX (3000000). SEKSX annual gain was more profitable for investors over the last year : 2.96 vs. ORTFX (1.01). SEKSX return over 5 years is better than : -0.29 vs. ORTFX (-2.19).
| ORTFX | SEKSX | ORTFX / SEKSX | |
| Total Expense Ratio | 0.71 | 0.49 | 145% |
| Annual Report Gross Expense Ratio | 0.71 | 0.67 | 106% |
| Fund Existence | 39 years | 35 years | - |
| Gain YTD | 0.080 | 1.205 | 7% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 123M | 223% |
| Annual Yield % from dividends | 3.01 | 2.03 | 149% |
| Returns for 1 year | 1.01 | 2.96 | 34% |
| Returns for 3 years | 4.22 | 6.03 | 70% |
| Returns for 5 years | -2.19 | -0.29 | 750% |
| Returns for 10 years | 9.94 | 13.33 | 75% |
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