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ORTFX vs WMKMX
ORTFX vs WMKMX Comparison
Open Charts ORTFX vs WMKMX
NYLI MacKay Oregon Muni
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WesMark WV Municipal Bond
Price$9.81
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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ORTFX vs WMKMX Comparison Chart
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ORTFX vs. WMKMX 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 WMKMX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 336M vs. WMKMX (90.7M). WMKMX (2.02) and ORTFX (2.01) have matching dividends . ORTFX was incepted earlier than WMKMX: ORTFX (38 years) vs WMKMX (28 years). ORTFX is a more actively managed with annual turnover of: 12.00 vs. WMKMX (6.00). ORTFX (1000) and WMKMX (1000) have matching initial minimum investment requirements. WMKMX annual gain was more profitable for investors over the last year : 10.52 vs. ORTFX (5.96). ORTFX return over 5 years is better than : 1.57 vs. WMKMX (0.59).
| ORTFX | WMKMX | ORTFX / WMKMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 28 years | - |
| Gain YTD | 0.861 | 0.790 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 90.7M | 370% |
| Annual Yield % from dividends | 2.01 | 2.02 | 99% |
| Returns for 1 year | 5.96 | 10.52 | 57% |
| Returns for 3 years | -1.89 | -2.86 | 66% |
| Returns for 5 years | 1.57 | 0.59 | 267% |
| Returns for 10 years | 10.11 | 9.38 | 108% |
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