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ORTFX vs UTACX
ORTFX vs UTACX Comparison
Open Charts ORTFX vs UTACX
NYLI MacKay Oregon Muni
Price$10.00
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets278.3M
NYLI MacKay Utah Muni
Price$9.39
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets197.66M
ORTFX vs UTACX Comparison Chart
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ORTFX vs. UTACX commentary
May 25, 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 (198M). ORTFX (2.92) and UTACX (2.81) have matching dividends . 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 (1000) and UTACX (1000) have matching initial minimum investment requirements. UTACX annual gain was more profitable for investors over the last year : 1.08 vs. ORTFX (0.69). ORTFX return over 5 years is better than : -3.25 vs. UTACX (-4.81).
| 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 | -1.111 | -0.966 | 115% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 198M | 140% |
| Annual Yield % from dividends | 2.92 | 2.81 | 104% |
| Returns for 1 year | 0.69 | 1.08 | 64% |
| Returns for 3 years | 3.86 | 2.70 | 143% |
| Returns for 5 years | -3.25 | -4.81 | 68% |
| Returns for 10 years | 8.63 | 5.28 | 164% |
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