Ad is loading...
ORTFX vs VMTTX
ORTFX vs VMTTX Comparison
Open Charts ORTFX vs VMTTX
NYLI MacKay Oregon Muni
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Viking Tax-Free for Montana A
Price$9.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ORTFX vs VMTTX Comparison Chart
Loading...
ORTFX vs. VMTTX commentary
Oct 18, 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 VMTTX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 336M vs. VMTTX (60.5M). VMTTX pays higher dividends than ORTFX: VMTTX (2.59) vs ORTFX (2.01). ORTFX was incepted earlier than VMTTX: ORTFX (38 years) vs VMTTX (25 years). VMTTX is a more actively managed with annual turnover of: 16.20 vs. ORTFX (12.00). ORTFX (1000) and VMTTX (1000) have matching initial minimum investment requirements. VMTTX annual gain was more profitable for investors over the last year : 8.20 vs. ORTFX (5.96). ORTFX return over 5 years is better than : 1.57 vs. VMTTX (0.31).
| ORTFX | VMTTX | ORTFX / VMTTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | 0.861 | 0.434 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 60.5M | 555% |
| Annual Yield % from dividends | 2.01 | 2.59 | 78% |
| Returns for 1 year | 5.96 | 8.20 | 73% |
| Returns for 3 years | -1.89 | -3.29 | 58% |
| Returns for 5 years | 1.57 | 0.31 | 499% |
| Returns for 10 years | 10.11 | 10.08 | 100% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MCVRX | 34.31 | 0.06 | +0.18% |
| MFS Mid Cap Value R2 | |||
| CIOIX | 18.10 | 0.01 | +0.06% |
| Causeway International Opps Inst | |||
| NBRVX | 28.23 | -0.01 | -0.04% |
| Neuberger Berman M/C Intrinsic Val Inv | |||
| TQCIX | 19.72 | -0.03 | -0.15% |
| Touchstone Dividend Equity Institutional | |||
| BGLTX | 31.24 | -0.19 | -0.60% |
| Baillie Gifford Long Term Global Gr 2 | |||