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ORTYX vs UTACX
ORTYX vs UTACX Comparison
Open Charts ORTYX vs UTACX
NYLI MacKay Oregon Muni
Price$10.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.79M
NYLI MacKay Utah Muni
Price$9.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets195.81M
ORTYX vs UTACX Comparison Chart in %
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ORTYX vs. UTACX commentary
Jul 07, 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 (196M). ORTYX (3.17) and UTACX (3.08) 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 : 1.38 vs. ORTYX (1.17). ORTYX return over 5 years is better than : -1.46 vs. UTACX (-4.15).
| 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 | 0.056 | 0.208 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 196M | 140% |
| Annual Yield % from dividends | 3.17 | 3.08 | 103% |
| Returns for 1 year | 1.17 | 1.38 | 85% |
| Returns for 3 years | 4.69 | 3.29 | 143% |
| Returns for 5 years | -1.46 | -4.15 | 35% |
| Returns for 10 years | 11.54 | 6.63 | 174% |
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