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ORTFX vs UTACX
ORTFX vs UTACX Comparison
Open Charts ORTFX vs UTACX
ORTFX vs UTACX Comparison Chart in %
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ORTFX vs. UTACX commentary
Jun 13, 2026
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: 271M vs. UTACX (199M). UTACX pays higher dividends than ORTFX: UTACX (3.29) vs ORTFX (3.07). ORTFX was incepted earlier than UTACX: ORTFX (40 years) vs UTACX (30 years). UTACX (1.13) is less costly to investors than ORTFX (0.69). UTACX is a more actively managed with annual turnover of: 74.00 vs. ORTFX (64.00). 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 : 6.45 vs. ORTFX (6.12). ORTFX return over 5 years is better than : 2.07 vs. UTACX (0.18).
| ORTFX | UTACX | ORTFX / UTACX | |
| Total Expense Ratio | 0.69 | 1.10 | 63% |
| Annual Report Gross Expense Ratio | 0.69 | 1.13 | 61% |
| Fund Existence | 40 years | 30 years | - |
| Gain YTD | 1.194 | 1.690 | 71% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 199M | 136% |
| Annual Yield % from dividends | 3.07 | 3.29 | 93% |
| Returns for 1 year | 6.12 | 6.45 | 95% |
| Returns for 3 years | 8.66 | 9.27 | 93% |
| Returns for 5 years | 2.07 | 0.18 | 1,154% |
| Returns for 10 years | 12.42 | 8.78 | 141% |
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