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ORTYX vs UTACX
ORTYX vs UTACX Comparison
Open Charts ORTYX vs UTACX
NYLI MacKay Oregon Muni
Price$10.25
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets277.33M
NYLI MacKay Utah Muni
Price$9.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets189.14M
ORTYX vs UTACX Comparison Chart in %
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ORTYX vs. UTACX commentary
Sep 16, 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: 277M vs. UTACX (189M). UTACX (3.24) and ORTYX (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 : 1.89 vs. ORTYX (1.67). ORTYX return over 5 years is better than : 0.22 vs. UTACX (-2.34).
| 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 | 2.416 | 2.490 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 189M | 147% |
| Annual Yield % from dividends | 3.23 | 3.24 | 100% |
| Returns for 1 year | 1.67 | 1.89 | 88% |
| Returns for 3 years | 7.87 | 7.31 | 108% |
| Returns for 5 years | 0.22 | -2.34 | -9% |
| Returns for 10 years | 14.38 | 8.85 | 163% |
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