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ORTFX vs UTAHX
ORTFX vs UTAHX Comparison
Open Charts ORTFX vs UTAHX
NYLI MacKay Oregon Muni
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets278.72M
NYLI MacKay Utah Muni
Price$9.39
Change-$0.03 (-0.32%)
VolumeN/A
Net Assets197.96M
ORTFX vs UTAHX Comparison Chart
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ORTFX vs. UTAHX commentary
May 22, 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 UTAHX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 279M vs. UTAHX (198M). UTAHX pays higher dividends than ORTFX: UTAHX (3.24) vs ORTFX (2.92). ORTFX was incepted earlier than UTAHX: ORTFX (39 years) vs UTAHX (33 years). UTAHX (0.96) is less costly to investors than ORTFX (0.71). UTAHX is a more actively managed with annual turnover of: 34.00 vs. ORTFX (23.00). ORTFX (3%) and UTAHX (3%) have equivalent initial investment costs. ORTFX (1000) and UTAHX (1000) have matching initial minimum investment requirements. UTAHX annual gain was more profitable for investors over the last year : 1.08 vs. ORTFX (0.29). UTAHX return over 5 years is better than : -1.29 vs. ORTFX (-3.25).
| ORTFX | UTAHX | ORTFX / UTAHX | |
| Total Expense Ratio | 0.71 | 0.90 | 79% |
| Annual Report Gross Expense Ratio | 0.71 | 0.96 | 74% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | -1.111 | -0.860 | 129% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 198M | 141% |
| Annual Yield % from dividends | 2.92 | 3.24 | 90% |
| Returns for 1 year | 0.29 | 1.08 | 27% |
| Returns for 3 years | 4.57 | 5.56 | 82% |
| Returns for 5 years | -3.25 | -1.29 | 252% |
| Returns for 10 years | 8.73 | 13.00 | 67% |
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