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ORTFX vs WMKMX
ORTFX vs WMKMX Comparison
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ORTFX vs WMKMX Comparison Chart in %
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ORTFX vs. WMKMX commentary
Jun 15, 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 WMKMX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 271M vs. WMKMX (88.4M). ORTFX pays higher dividends than WMKMX: ORTFX (3.07) vs WMKMX (2.33). ORTFX was incepted earlier than WMKMX: ORTFX (40 years) vs WMKMX (29 years). WMKMX (1.16) is less costly to investors than ORTFX (0.69). ORTFX is a more actively managed with annual turnover of: 64.00 vs. WMKMX (23.00). ORTFX (1000) and WMKMX (1000) have matching initial minimum investment requirements. WMKMX annual gain was more profitable for investors over the last year : 7.01 vs. ORTFX (6.12). ORTFX (2.07) and WMKMX (2.04) have equivalent 5 years return.
| ORTFX | WMKMX | ORTFX / WMKMX | |
| Total Expense Ratio | 0.69 | 1.16 | 59% |
| Annual Report Gross Expense Ratio | 0.69 | 1.16 | 59% |
| Fund Existence | 40 years | 29 years | - |
| Gain YTD | 1.194 | 0.889 | 134% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 88.4M | 307% |
| Annual Yield % from dividends | 3.07 | 2.33 | 132% |
| Returns for 1 year | 6.12 | 7.01 | 87% |
| Returns for 3 years | 8.66 | 9.91 | 87% |
| Returns for 5 years | 2.07 | 2.04 | 102% |
| Returns for 10 years | 12.42 | 12.71 | 98% |
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