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ORTFX vs UTACX
ORTFX vs UTACX Comparison
Open Charts ORTFX vs UTACX
NYLI MacKay Oregon Muni
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
NYLI MacKay Utah Muni
Price$9.69
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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ORTFX vs UTACX Comparison Chart
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ORTFX vs. UTACX 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 UTACX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 335M vs. UTACX (252M). ORTFX pays higher dividends than UTACX: ORTFX (2.01) vs UTACX (1.44). ORTFX was incepted earlier than UTACX: ORTFX (38 years) vs UTACX (28 years). ORTFX (12.00) and UTACX (12.00) have comparable annual turnover. ORTFX (1000) and UTACX (1000) have matching initial minimum investment requirements. UTACX annual gain was more profitable for investors over the last year : 7.01 vs. ORTFX (5.96). ORTFX return over 5 years is better than : 1.57 vs. UTACX (-1.56).
| ORTFX | UTACX | ORTFX / UTACX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 28 years | - |
| Gain YTD | 0.861 | 0.604 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 252M | 133% |
| Annual Yield % from dividends | 2.01 | 1.44 | 140% |
| Returns for 1 year | 5.96 | 7.01 | 85% |
| Returns for 3 years | -1.89 | -4.18 | 45% |
| Returns for 5 years | 1.57 | -1.56 | -100% |
| Returns for 10 years | 10.11 | 6.44 | 157% |
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