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ORTYX vs UTAHX
ORTYX vs UTAHX Comparison
Open Charts ORTYX vs UTAHX
NYLI MacKay Oregon Muni
Price$9.99
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets281.62M
NYLI MacKay Utah Muni
Price$9.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets198.6M
ORTYX vs UTAHX Comparison Chart
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ORTYX vs. UTAHX commentary
Apr 29, 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: 282M vs. UTAHX (199M). UTAHX (3.12) and ORTYX (3.00) have matching dividends . ORTYX was incepted earlier than UTAHX: ORTYX (29 years) vs UTAHX (33 years). UTAHX (0.96) is less costly to investors than ORTYX (0.65). 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 : 0.98 vs. ORTYX (0.59). UTAHX return over 5 years is better than : 0.86 vs. ORTYX (0.01).
| ORTYX | UTAHX | ORTYX / UTAHX | |
| Total Expense Ratio | 0.55 | 0.90 | 61% |
| Annual Report Gross Expense Ratio | 0.65 | 0.96 | 68% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | -1.409 | -1.251 | 113% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 199M | 142% |
| Annual Yield % from dividends | 3.00 | 3.12 | 96% |
| Returns for 1 year | 0.59 | 0.98 | 60% |
| Returns for 3 years | 3.86 | 4.06 | 95% |
| Returns for 5 years | 0.01 | 0.86 | 2% |
| Returns for 10 years | 9.32 | 11.91 | 78% |
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