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ORTFX vs UTAHX
ORTFX vs UTAHX Comparison
Open Charts ORTFX vs UTAHX
NYLI MacKay Oregon Muni
Price$10.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.79M
NYLI MacKay Utah Muni
Price$9.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets195.81M
ORTFX vs UTAHX Comparison Chart in %
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ORTFX vs. UTAHX commentary
Jul 07, 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: 274M vs. UTAHX (196M). UTAHX pays higher dividends than ORTFX: UTAHX (3.42) vs ORTFX (3.01). 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 : 1.71 vs. ORTFX (1.01). UTAHX return over 5 years is better than : -0.70 vs. ORTFX (-2.19).
| 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 | 0.080 | 0.365 | 22% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 196M | 140% |
| Annual Yield % from dividends | 3.01 | 3.42 | 88% |
| Returns for 1 year | 1.01 | 1.71 | 59% |
| Returns for 3 years | 4.22 | 5.31 | 79% |
| Returns for 5 years | -2.19 | -0.70 | 315% |
| Returns for 10 years | 9.94 | 14.40 | 69% |
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