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ORTFX vs SEKSX
ORTFX vs SEKSX Comparison
Open Charts ORTFX vs SEKSX
NYLI MacKay Oregon Muni
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Carret Kansas Tax Exempt Bond Fund Instl
Price$10.17
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
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ORTFX vs SEKSX Comparison Chart
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ORTFX vs. SEKSX 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 ORTFX is a Hold and SEKSX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 335M vs. SEKSX (122M). ORTFX (2.01) and SEKSX (1.96) have matching dividends . ORTFX was incepted earlier than SEKSX: ORTFX (38 years) vs SEKSX (34 years). ORTFX is a more actively managed with annual turnover of: 12.00 vs. SEKSX (8.00). 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 : 8.98 vs. ORTFX (5.96). SEKSX return over 5 years is better than : 2.49 vs. ORTFX (1.57).
| ORTFX | SEKSX | ORTFX / SEKSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 34 years | - |
| Gain YTD | 0.861 | 0.900 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 122M | 275% |
| Annual Yield % from dividends | 2.01 | 1.96 | 103% |
| Returns for 1 year | 5.96 | 8.98 | 66% |
| Returns for 3 years | -1.89 | -2.74 | 69% |
| Returns for 5 years | 1.57 | 2.49 | 63% |
| Returns for 10 years | 10.11 | 11.61 | 87% |
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