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ORTYX vs UTAHX
ORTYX vs UTAHX Comparison
Open Charts ORTYX vs UTAHX
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+$0.01 (+0.10%)
VolumeN/A
Net Assets189.14M
ORTYX vs UTAHX Comparison Chart in %
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ORTYX vs. UTAHX 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 UTAHX is a Hold.
FUNDAMENTALS
Fundamentals
ORTYX has more cash in the bank: 277M vs. UTAHX (189M). UTAHX pays higher dividends than ORTYX: UTAHX (3.54) vs ORTYX (3.23). ORTYX was incepted earlier than UTAHX: ORTYX (29 years) vs UTAHX (33 years). UTAHX (0.96) is less costly to investors than ORTYX (0.55). UTAHX is a more actively managed with annual turnover of: 34.00 vs. ORTYX (23.00). ORTYX has a lower initial minimum investment than UTAHX: ORTYX (0) vs UTAHX (1000). UTAHX annual gain was more profitable for investors over the last year : 2.20 vs. ORTYX (1.67). UTAHX return over 5 years is better than : 1.10 vs. ORTYX (0.22).
| ORTYX | UTAHX | ORTYX / UTAHX | |
| Total Expense Ratio | 0.55 | 0.90 | 61% |
| Annual Report Gross Expense Ratio | 0.55 | 0.96 | 57% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 2.416 | 2.704 | 89% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 189M | 147% |
| Annual Yield % from dividends | 3.23 | 3.54 | 91% |
| Returns for 1 year | 1.67 | 2.20 | 76% |
| Returns for 3 years | 7.87 | 9.31 | 85% |
| Returns for 5 years | 0.22 | 1.10 | 20% |
| Returns for 10 years | 14.38 | 16.84 | 85% |
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