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ORTFX vs WMKMX
ORTFX vs WMKMX Comparison
Open Charts ORTFX vs WMKMX
NYLI MacKay Oregon Muni
Price$10.07
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets273.91M
WesMark WV Municipal Bond
Price$9.61
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets85.92M
ORTFX vs WMKMX Comparison Chart in %
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ORTFX vs. WMKMX commentary
Aug 06, 2025
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: 274M vs. WMKMX (85.9M). ORTFX pays higher dividends than WMKMX: ORTFX (3.09) vs WMKMX (2.19). ORTFX was incepted earlier than WMKMX: ORTFX (39 years) vs WMKMX (28 years). WMKMX (1.16) is less costly to investors than ORTFX (0.71). ORTFX is a more actively managed with annual turnover of: 23.00 vs. WMKMX (9.00). ORTFX (1000) and WMKMX (1000) have matching initial minimum investment requirements. ORTFX annual gain was more profitable for investors over the last year : -0.28 vs. WMKMX (-0.41). ORTFX (-3.09) and WMKMX (-3.22) have equivalent 5 years return.
| ORTFX | WMKMX | ORTFX / WMKMX | |
| Total Expense Ratio | 0.71 | 1.16 | 61% |
| Annual Report Gross Expense Ratio | 0.71 | 1.16 | 61% |
| Fund Existence | 39 years | 28 years | - |
| Gain YTD | 0.346 | 0.362 | 96% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 85.9M | 319% |
| Annual Yield % from dividends | 3.09 | 2.19 | 141% |
| Returns for 1 year | -0.28 | -0.41 | 68% |
| Returns for 3 years | 2.76 | 2.28 | 121% |
| Returns for 5 years | -3.09 | -3.22 | 96% |
| Returns for 10 years | 10.13 | 9.97 | 102% |
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