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ORTFX vs UTAYX
ORTFX vs UTAYX Comparison
Open Charts ORTFX vs UTAYX
ORTFX vs UTAYX Comparison Chart in %
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ORTFX vs. UTAYX 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 UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 271M vs. UTAYX (199M). UTAYX pays higher dividends than ORTFX: UTAYX (3.82) vs ORTFX (3.07). ORTFX was incepted earlier than UTAYX: ORTFX (40 years) vs UTAYX (30 years). ORTFX (0.69) is less costly to investors than UTAYX (0.58). UTAYX is a more actively managed with annual turnover of: 74.00 vs. ORTFX (64.00). ORTFX has a lower initial minimum investment than UTAYX: ORTFX (1000) vs UTAYX (1000000). UTAYX annual gain was more profitable for investors over the last year : 7.02 vs. ORTFX (6.12). UTAYX return over 5 years is better than : 4.36 vs. ORTFX (2.07).
| ORTFX | UTAYX | ORTFX / UTAYX | |
| Total Expense Ratio | 0.69 | 0.55 | 125% |
| Annual Report Gross Expense Ratio | 0.69 | 0.58 | 119% |
| Fund Existence | 40 years | 30 years | - |
| Gain YTD | 1.194 | 1.811 | 66% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 199M | 136% |
| Annual Yield % from dividends | 3.07 | 3.82 | 80% |
| Returns for 1 year | 6.12 | 7.02 | 87% |
| Returns for 3 years | 8.66 | 11.53 | 75% |
| Returns for 5 years | 2.07 | 4.36 | 48% |
| Returns for 10 years | 12.42 | 19.04 | 65% |
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