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ORTFX vs WICOX
ORTFX vs WICOX Comparison
Open Charts ORTFX vs WICOX
NYLI MacKay Oregon Muni
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill ColoradoTaxFrInst
Price$10.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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ORTFX vs WICOX Comparison Chart
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ORTFX vs. WICOX 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 WICOX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX (336M) and WICOX (332M) have equal amount of cash in the bank . WICOX pays higher dividends than ORTFX: WICOX (3.36) vs ORTFX (2.01). ORTFX was incepted earlier than WICOX: ORTFX (38 years) vs WICOX (8 years). WICOX is a more actively managed with annual turnover of: 48.00 vs. ORTFX (12.00). ORTFX has a lower initial minimum investment than WICOX: ORTFX (1000) vs WICOX (250000). WICOX annual gain was more profitable for investors over the last year : 9.77 vs. ORTFX (5.96). WICOX return over 5 years is better than : 4.34 vs. ORTFX (1.57).
| ORTFX | WICOX | ORTFX / WICOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 8 years | - |
| Gain YTD | 0.861 | 2.762 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 332M | 101% |
| Annual Yield % from dividends | 2.01 | 3.36 | 60% |
| Returns for 1 year | 5.96 | 9.77 | 61% |
| Returns for 3 years | -1.89 | -2.43 | 78% |
| Returns for 5 years | 1.57 | 4.34 | 36% |
| Returns for 10 years | 10.11 | N/A | - |
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