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ORTFX vs UTAHX
ORTFX vs UTAHX Comparison
Open Charts ORTFX vs UTAHX
ORTFX vs UTAHX Comparison Chart in %
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ORTFX vs. UTAHX 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 UTAHX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 271M vs. UTAHX (199M). UTAHX pays higher dividends than ORTFX: UTAHX (3.59) vs ORTFX (3.07). ORTFX was incepted earlier than UTAHX: ORTFX (40 years) vs UTAHX (34 years). UTAHX (0.78) is less costly to investors than ORTFX (0.69). UTAHX is a more actively managed with annual turnover of: 74.00 vs. ORTFX (64.00). 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 : 6.78 vs. ORTFX (6.12). UTAHX return over 5 years is better than : 3.32 vs. ORTFX (2.07).
| ORTFX | UTAHX | ORTFX / UTAHX | |
| Total Expense Ratio | 0.69 | 0.78 | 88% |
| Annual Report Gross Expense Ratio | 0.69 | 0.78 | 88% |
| Fund Existence | 40 years | 34 years | - |
| Gain YTD | 1.194 | 1.817 | 66% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 199M | 136% |
| Annual Yield % from dividends | 3.07 | 3.59 | 85% |
| Returns for 1 year | 6.12 | 6.78 | 90% |
| Returns for 3 years | 8.66 | 10.90 | 79% |
| Returns for 5 years | 2.07 | 3.32 | 62% |
| Returns for 10 years | 12.42 | 16.66 | 75% |