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ORTFX vs UTACX
ORTFX vs UTACX Comparison
Open Charts ORTFX vs UTACX
NYLI MacKay Oregon Muni
Price$10.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets275.04M
NYLI MacKay Utah Muni
Price$9.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets194.43M
ORTFX vs UTACX Comparison Chart in %
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ORTFX vs. UTACX commentary
Nov 26, 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: 275M vs. UTACX (194M). UTACX pays higher dividends than ORTFX: UTACX (3.20) vs ORTFX (2.99). ORTFX was incepted earlier than UTACX: ORTFX (39 years) vs UTACX (30 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 (3.31) and ORTFX (3.19) have marching annual gain over last year. ORTFX return over 5 years is better than : 0.31 vs. UTACX (-1.54).
| 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 | 30 years | - |
| Gain YTD | 3.543 | 3.713 | 95% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 194M | 142% |
| Annual Yield % from dividends | 2.99 | 3.20 | 94% |
| Returns for 1 year | 3.19 | 3.31 | 97% |
| Returns for 3 years | 8.56 | 8.23 | 104% |
| Returns for 5 years | 0.31 | -1.54 | -20% |
| Returns for 10 years | 13.23 | 9.62 | 138% |
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