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ORTYX vs UTAHX
ORTYX vs UTAHX Comparison
Open Charts ORTYX vs UTAHX
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 UTAHX Comparison Chart in %
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ORTYX vs. UTAHX 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 UTAHX is a Hold.
FUNDAMENTALS
Fundamentals
ORTYX has more cash in the bank: 278M vs. UTAHX (192M). UTAHX pays higher dividends than ORTYX: UTAHX (3.52) vs ORTYX (3.17). ORTYX was incepted earlier than UTAHX: ORTYX (30 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). UTAHX has a lower initial minimum investment than ORTYX: UTAHX (1000) vs ORTYX (1000000). UTAHX annual gain was more profitable for investors over the last year : 3.29 vs. ORTYX (2.76). UTAHX return over 5 years is better than : 2.26 vs. ORTYX (1.47).
| ORTYX | UTAHX | ORTYX / UTAHX | |
| Total Expense Ratio | 0.55 | 0.90 | 61% |
| Annual Report Gross Expense Ratio | 0.55 | 0.96 | 57% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 3.291 | 3.661 | 90% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 192M | 145% |
| Annual Yield % from dividends | 3.17 | 3.52 | 90% |
| Returns for 1 year | 2.76 | 3.29 | 84% |
| Returns for 3 years | 10.46 | 11.66 | 90% |
| Returns for 5 years | 1.47 | 2.26 | 65% |
| Returns for 10 years | 14.43 | 17.36 | 83% |
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