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ORTFX vs UTAHX
ORTFX vs UTAHX Comparison
Open Charts ORTFX vs UTAHX
NYLI MacKay Oregon Muni
Price$9.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets281.62M
NYLI MacKay Utah Muni
Price$9.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets198.6M
ORTFX vs UTAHX Comparison Chart
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ORTFX vs. UTAHX commentary
Apr 29, 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: 282M vs. UTAHX (199M). UTAHX pays higher dividends than ORTFX: UTAHX (3.12) vs ORTFX (2.84). ORTFX was incepted earlier than UTAHX: ORTFX (39 years) vs UTAHX (33 years). UTAHX (0.96) is less costly to investors than ORTFX (0.80). 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 : 0.98 vs. ORTFX (0.34). UTAHX return over 5 years is better than : 0.86 vs. ORTFX (-0.83).
| ORTFX | UTAHX | ORTFX / UTAHX | |
| Total Expense Ratio | 0.71 | 0.90 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 0.96 | 83% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | -1.446 | -1.251 | 116% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 199M | 142% |
| Annual Yield % from dividends | 2.84 | 3.12 | 91% |
| Returns for 1 year | 0.34 | 0.98 | 34% |
| Returns for 3 years | 3.41 | 4.06 | 84% |
| Returns for 5 years | -0.83 | 0.86 | -96% |
| Returns for 10 years | 7.68 | 11.91 | 65% |
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