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ORTFX vs UTACX
ORTFX vs UTACX Comparison
Open Charts ORTFX vs UTACX
NYLI MacKay Oregon Muni
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets278.3M
NYLI MacKay Utah Muni
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets191.79M
ORTFX vs UTACX Comparison Chart in %
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ORTFX vs. UTACX commentary
Oct 19, 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 UTACX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 278M vs. UTACX (192M). UTACX pays higher dividends than ORTFX: UTACX (3.21) vs ORTFX (3.02). ORTFX was incepted earlier than UTACX: ORTFX (39 years) vs UTACX (29 years). UTACX (1.54) is less costly to investors than ORTFX (0.71). UTACX is a more actively managed with annual turnover of: 34.00 vs. ORTFX (23.00). ORTFX has a lower initial minimum investment than UTACX: ORTFX (1000) vs UTACX (2500). UTACX annual gain was more profitable for investors over the last year : 3.19 vs. ORTFX (2.60). ORTFX return over 5 years is better than : 0.61 vs. UTACX (-0.98).
| ORTFX | UTACX | ORTFX / UTACX | |
| Total Expense Ratio | 0.71 | 1.10 | 65% |
| Annual Report Gross Expense Ratio | 0.71 | 1.54 | 46% |
| Fund Existence | 39 years | 29 years | - |
| Gain YTD | 3.174 | 3.524 | 90% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 192M | 145% |
| Annual Yield % from dividends | 3.02 | 3.21 | 94% |
| Returns for 1 year | 2.60 | 3.19 | 82% |
| Returns for 3 years | 9.84 | 9.88 | 100% |
| Returns for 5 years | 0.61 | -0.98 | -63% |
| Returns for 10 years | 12.63 | 9.42 | 134% |
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