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ORTYX vs UTACX
ORTYX vs UTACX Comparison
Open Charts ORTYX vs UTACX
NYLI MacKay Oregon Muni
Price$10.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.73M
NYLI MacKay Utah Muni
Price$9.44
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets186.91M
ORTYX vs UTACX Comparison Chart in %
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ORTYX vs. UTACX commentary
Aug 05, 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 ORTYX is a Hold and UTACX is a Hold.
FUNDAMENTALS
Fundamentals
ORTYX has more cash in the bank: 274M vs. UTACX (187M). ORTYX (3.25) and UTACX (3.23) have matching dividends . ORTYX was incepted earlier than UTACX: ORTYX (29 years) vs UTACX (29 years). UTACX (1.54) is less costly to investors than ORTYX (0.55). UTACX is a more actively managed with annual turnover of: 34.00 vs. ORTYX (23.00). ORTYX has a lower initial minimum investment than UTACX: ORTYX (0) vs UTACX (1000). UTACX annual gain was more profitable for investors over the last year : 0.15 vs. ORTYX (-0.03). ORTYX return over 5 years is better than : -2.47 vs. UTACX (-5.17).
| ORTYX | UTACX | ORTYX / UTACX | |
| Total Expense Ratio | 0.55 | 1.10 | 50% |
| Annual Report Gross Expense Ratio | 0.55 | 1.54 | 36% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 0.235 | 0.174 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 187M | 147% |
| Annual Yield % from dividends | 3.25 | 3.23 | 100% |
| Returns for 1 year | -0.03 | 0.15 | -22% |
| Returns for 3 years | 3.12 | 1.58 | 198% |
| Returns for 5 years | -2.47 | -5.17 | 48% |
| Returns for 10 years | 11.64 | 6.39 | 182% |
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