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ORTYX vs UTAHX
ORTYX vs UTAHX Comparison
Open Charts ORTYX vs UTAHX
NYLI MacKay Oregon Muni
Price$10.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.73M
NYLI MacKay Utah Muni
Price$9.43
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets186.91M
ORTYX vs UTAHX Comparison Chart in %
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ORTYX vs. UTAHX commentary
Aug 05, 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: 274M vs. UTAHX (187M). UTAHX pays higher dividends than ORTYX: UTAHX (3.54) vs ORTYX (3.25). 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 : 0.45 vs. ORTYX (-0.03). UTAHX return over 5 years is better than : -1.79 vs. ORTYX (-2.47).
| 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 | 0.235 | 0.357 | 66% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 187M | 147% |
| Annual Yield % from dividends | 3.25 | 3.54 | 92% |
| Returns for 1 year | -0.03 | 0.45 | -7% |
| Returns for 3 years | 3.12 | 3.52 | 89% |
| Returns for 5 years | -2.47 | -1.79 | 138% |
| Returns for 10 years | 11.64 | 14.17 | 82% |
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