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ORTYX vs UTAHX
ORTYX vs UTAHX Comparison
Open Charts ORTYX vs UTAHX
ORTYX vs UTAHX Comparison Chart in %
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ORTYX vs. UTAHX commentary
Jun 13, 2026
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: 270M vs. UTAHX (199M). UTAHX pays higher dividends than ORTYX: UTAHX (3.59) vs ORTYX (3.23). ORTYX was incepted earlier than UTAHX: ORTYX (30 years) vs UTAHX (34 years). UTAHX (0.78) is less costly to investors than ORTYX (0.54). UTAHX is a more actively managed with annual turnover of: 74.00 vs. ORTYX (64.00). 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 : 6.78 vs. ORTYX (6.19). UTAHX return over 5 years is better than : 3.32 vs. ORTYX (2.84).
| ORTYX | UTAHX | ORTYX / UTAHX | |
| Total Expense Ratio | 0.54 | 0.78 | 69% |
| Annual Report Gross Expense Ratio | 0.54 | 0.78 | 69% |
| Fund Existence | 30 years | 34 years | - |
| Gain YTD | 1.262 | 1.817 | 69% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 199M | 136% |
| Annual Yield % from dividends | 3.23 | 3.59 | 90% |
| Returns for 1 year | 6.19 | 6.78 | 91% |
| Returns for 3 years | 9.16 | 10.90 | 84% |
| Returns for 5 years | 2.84 | 3.32 | 86% |
| Returns for 10 years | 14.13 | 16.66 | 85% |