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ORTYX vs UTACX
ORTYX vs UTACX Comparison
Open Charts ORTYX vs UTACX
NYLI MacKay Oregon Muni
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets278.29M
NYLI MacKay Utah Muni
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets191.91M
ORTYX vs UTACX Comparison Chart in %
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ORTYX vs. UTACX commentary
Oct 18, 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: 278M vs. UTACX (192M). UTACX (3.21) and ORTYX (3.17) have matching dividends . ORTYX was incepted earlier than UTACX: ORTYX (30 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). UTACX has a lower initial minimum investment than ORTYX: UTACX (2500) vs ORTYX (1000000). UTACX annual gain was more profitable for investors over the last year : 2.97 vs. ORTYX (2.76). ORTYX return over 5 years is better than : 1.47 vs. UTACX (-1.08).
| ORTYX | UTACX | ORTYX / UTACX | |
| Total Expense Ratio | 0.55 | 1.10 | 50% |
| Annual Report Gross Expense Ratio | 0.55 | 1.54 | 36% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 3.291 | 3.417 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 192M | 145% |
| Annual Yield % from dividends | 3.17 | 3.21 | 99% |
| Returns for 1 year | 2.76 | 2.97 | 93% |
| Returns for 3 years | 10.46 | 9.65 | 108% |
| Returns for 5 years | 1.47 | -1.08 | -135% |
| Returns for 10 years | 14.43 | 9.30 | 155% |
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