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ORTFX vs UTACX
ORTFX vs UTACX Comparison
Open Charts ORTFX vs UTACX
NYLI MacKay Oregon Muni
Price$10.26
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets277.33M
NYLI MacKay Utah Muni
Price$9.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets189.14M
ORTFX vs UTACX Comparison Chart in %
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ORTFX vs. UTACX commentary
Sep 16, 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: 277M vs. UTACX (189M). UTACX pays higher dividends than ORTFX: UTACX (3.24) vs ORTFX (3.07). 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 : 1.89 vs. ORTFX (1.71). ORTFX return over 5 years is better than : -0.34 vs. UTACX (-2.34).
| 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 | 2.512 | 2.490 | 101% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 189M | 147% |
| Annual Yield % from dividends | 3.07 | 3.24 | 95% |
| Returns for 1 year | 1.71 | 1.89 | 90% |
| Returns for 3 years | 7.91 | 7.31 | 108% |
| Returns for 5 years | -0.34 | -2.34 | 15% |
| Returns for 10 years | 12.41 | 8.85 | 140% |
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