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ORTYX vs UTAHX
ORTYX vs UTAHX Comparison
Open Charts ORTYX vs UTAHX
NYLI MacKay Oregon Muni
Price$10.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.79M
NYLI MacKay Utah Muni
Price$9.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets195.81M
ORTYX vs UTAHX Comparison Chart in %
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ORTYX vs. UTAHX commentary
Jul 07, 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 (196M). UTAHX pays higher dividends than ORTYX: UTAHX (3.42) vs ORTYX (3.17). 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 : 1.71 vs. ORTYX (1.17). UTAHX return over 5 years is better than : -0.70 vs. ORTYX (-1.46).
| 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 | 0.056 | 0.365 | 15% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 196M | 140% |
| Annual Yield % from dividends | 3.17 | 3.42 | 93% |
| Returns for 1 year | 1.17 | 1.71 | 68% |
| Returns for 3 years | 4.69 | 5.31 | 88% |
| Returns for 5 years | -1.46 | -0.70 | 210% |
| Returns for 10 years | 11.54 | 14.40 | 80% |
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