ORTFX
Price
$10.00
Change
-$0.02 (-0.20%)
Updated
May 21 closing price
Net Assets
278.72M
SEKSX
Price
$10.00
Change
-$0.02 (-0.20%)
Updated
May 21 closing price
Net Assets
117.62M
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ORTFX vs SEKSX

Header iconORTFX vs SEKSX Comparison
Open Charts ORTFX vs SEKSXBanner chart's image
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
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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.

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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).
ORTFXSEKSXORTFX / SEKSX
Total Expense Ratio0.710.49145%
Annual Report Gross Expense Ratio0.710.67106%
Fund Existence39 years34 years-
Gain YTD-1.1110.153-727%
Front Load3%N/A-
Min. Initial Investment100030000000%
Min. Initial Investment IRAN/AN/A-
Net Assets279M118M236%
Annual Yield % from dividends2.922.02145%
Returns for 1 year0.292.4312%
Returns for 3 years4.576.8567%
Returns for 5 years-3.25-0.98333%
Returns for 10 years8.7312.1572%
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