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ORTYX vs UTACX
ORTYX vs UTACX Comparison
Open Charts ORTYX vs UTACX
ORTYX vs UTACX Comparison Chart in %
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ORTYX vs. UTACX commentary
Jun 13, 2026
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: 270M vs. UTACX (199M). UTACX (3.29) and ORTYX (3.23) have matching dividends . ORTYX was incepted earlier than UTACX: ORTYX (30 years) vs UTACX (30 years). UTACX (1.13) is less costly to investors than ORTYX (0.54). UTACX is a more actively managed with annual turnover of: 74.00 vs. ORTYX (64.00). UTACX has a lower initial minimum investment than ORTYX: UTACX (2500) vs ORTYX (1000000). UTACX (6.45) and ORTYX (6.19) have marching annual gain over last year. ORTYX return over 5 years is better than : 2.84 vs. UTACX (0.18).
| ORTYX | UTACX | ORTYX / UTACX | |
| Total Expense Ratio | 0.54 | 1.10 | 49% |
| Annual Report Gross Expense Ratio | 0.54 | 1.13 | 48% |
| Fund Existence | 30 years | 30 years | - |
| Gain YTD | 1.262 | 1.690 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 199M | 136% |
| Annual Yield % from dividends | 3.23 | 3.29 | 98% |
| Returns for 1 year | 6.19 | 6.45 | 96% |
| Returns for 3 years | 9.16 | 9.27 | 99% |
| Returns for 5 years | 2.84 | 0.18 | 1,586% |
| Returns for 10 years | 14.13 | 8.78 | 161% |
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