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ORTFX vs SEKSX
ORTFX vs SEKSX Comparison
Open Charts ORTFX vs SEKSX
NYLI MacKay Oregon Muni
Price$10.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets282.3M
Carret Kansas Tax Exempt Bond Fund Instl
Price$10.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets114.19M
ORTFX vs SEKSX Comparison Chart
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ORTFX vs. SEKSX commentary
May 02, 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: 282M vs. SEKSX (114M). ORTFX pays higher dividends than SEKSX: ORTFX (2.92) vs SEKSX (1.84). 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 : 1.95 vs. ORTFX (0.69). SEKSX return over 5 years is better than : 0.92 vs. ORTFX (-0.70).
| 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 | -0.815 | -0.219 | 373% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 114M | 247% |
| Annual Yield % from dividends | 2.92 | 1.84 | 158% |
| Returns for 1 year | 0.69 | 1.95 | 36% |
| Returns for 3 years | 4.17 | 5.39 | 77% |
| Returns for 5 years | -0.70 | 0.92 | -76% |
| Returns for 10 years | 8.37 | 11.13 | 75% |
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