Interact to see
Advertisement
Advertisement
ORTFX vs SEKSX
ORTFX vs SEKSX Comparison
Open Charts ORTFX vs SEKSX
NYLI MacKay Oregon Muni
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets278.72M
Carret Kansas Tax Exempt Bond Fund Instl
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets117.62M
ORTFX vs SEKSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ORTFX vs. SEKSX commentary
May 23, 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: 279M vs. SEKSX (118M). ORTFX pays higher dividends than SEKSX: ORTFX (2.92) vs SEKSX (2.02). ORTFX was incepted earlier than SEKSX: ORTFX (39 years) vs SEKSX (34 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 : 2.43 vs. ORTFX (0.29). SEKSX return over 5 years is better than : -0.98 vs. ORTFX (-3.25).
| 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 | 34 years | - |
| Gain YTD | -1.111 | 0.153 | -727% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 118M | 236% |
| Annual Yield % from dividends | 2.92 | 2.02 | 145% |
| Returns for 1 year | 0.29 | 2.43 | 12% |
| Returns for 3 years | 4.57 | 6.85 | 67% |
| Returns for 5 years | -3.25 | -0.98 | 333% |
| Returns for 10 years | 8.73 | 12.15 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RNEM | 55.01 | 0.25 | +0.46% |
| First Trust Emerging Markets Eq Sel ETF | |||
| PSF | 19.38 | -0.17 | -0.87% |
| COHEN & STEERS SELECT PREFERRED AND Income FUND | |||
| DLY | 15.35 | -0.17 | -1.10% |
| DoubleLine Yield Opportunities Fund | |||
| JGRO | 79.59 | -1.15 | -1.42% |
| JPMorgan Active Growth ETF | |||
| RIET | 9.21 | -0.27 | -2.84% |
| Hoya Capital High Dividend Yield ETF | |||