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ORTFX vs UTAHX
ORTFX vs UTAHX Comparison
Open Charts ORTFX vs UTAHX
NYLI MacKay Oregon Muni
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
NYLI MacKay Utah Muni
Price$9.69
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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ORTFX vs UTAHX Comparison Chart
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ORTFX vs. UTAHX commentary
Oct 19, 2024
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: 336M vs. UTAHX (238M). UTAHX pays higher dividends than ORTFX: UTAHX (2.24) vs ORTFX (2.01). ORTFX was incepted earlier than UTAHX: ORTFX (38 years) vs UTAHX (32 years). ORTFX (12.00) and UTAHX (12.00) have comparable annual turnover. ORTFX (1000) and UTAHX (1000) have matching initial minimum investment requirements. UTAHX annual gain was more profitable for investors over the last year : 7.76 vs. ORTFX (5.96). UTAHX return over 5 years is better than : 2.27 vs. ORTFX (1.57).
| ORTFX | UTAHX | ORTFX / UTAHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 32 years | - |
| Gain YTD | 0.861 | 1.106 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 238M | 141% |
| Annual Yield % from dividends | 2.01 | 2.24 | 90% |
| Returns for 1 year | 5.96 | 7.76 | 77% |
| Returns for 3 years | -1.89 | -1.95 | 97% |
| Returns for 5 years | 1.57 | 2.27 | 69% |
| Returns for 10 years | 10.11 | 14.17 | 71% |
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