Ad is loading...
ORTFX vs WTCOX
ORTFX vs WTCOX Comparison
Open Charts ORTFX vs WTCOX
NYLI MacKay Oregon Muni
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill ColoradoTaxFr Ret
Price$10.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ORTFX vs WTCOX Comparison Chart
Loading...
ORTFX vs. WTCOX 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 WTCOX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX (336M) and WTCOX (332M) have equal amount of cash in the bank . WTCOX pays higher dividends than ORTFX: WTCOX (3.23) vs ORTFX (2.01). ORTFX was incepted earlier than WTCOX: ORTFX (38 years) vs WTCOX (33 years). WTCOX is a more actively managed with annual turnover of: 48.00 vs. ORTFX (12.00). ORTFX has a lower initial minimum investment than WTCOX: ORTFX (1000) vs WTCOX (2500). WTCOX annual gain was more profitable for investors over the last year : 9.54 vs. ORTFX (5.96). WTCOX return over 5 years is better than : 3.44 vs. ORTFX (1.57).
| ORTFX | WTCOX | ORTFX / WTCOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 33 years | - |
| Gain YTD | 0.861 | 2.564 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 332M | 101% |
| Annual Yield % from dividends | 2.01 | 3.23 | 62% |
| Returns for 1 year | 5.96 | 9.54 | 62% |
| Returns for 3 years | -1.89 | -2.87 | 66% |
| Returns for 5 years | 1.57 | 3.44 | 46% |
| Returns for 10 years | 10.11 | 19.99 | 51% |
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 % |
| FAEGX | 21.28 | 0.09 | +0.42% |
| Fidelity Advisor Equity Growth M | |||
| CIVHX | 17.65 | 0.07 | +0.40% |
| American Funds International Vntg 529-F3 | |||
| OISGX | 14.34 | N/A | N/A |
| Optimum Small-Mid Cap Growth Instl | |||
| MMNKX | 9.30 | N/A | N/A |
| MassMutual Small Cap Val Eq Y | |||
| QABGX | 23.46 | -0.04 | -0.17% |
| Federated Hermes MDT Balanced A | |||