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ORTYX vs UTAYX
ORTYX vs UTAYX Comparison
Open Charts ORTYX vs UTAYX
NYLI MacKay Oregon Muni
Price$10.25
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets277.33M
NYLI MacKay Utah Muni
Price$9.64
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets189.14M
ORTYX vs UTAYX Comparison Chart in %
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ORTYX vs. UTAYX commentary
Sep 16, 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 UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
ORTYX has more cash in the bank: 277M vs. UTAYX (189M). UTAYX pays higher dividends than ORTYX: UTAYX (3.78) vs ORTYX (3.23). ORTYX was incepted earlier than UTAYX: ORTYX (29 years) vs UTAYX (29 years). UTAYX (0.75) is less costly to investors than ORTYX (0.55). UTAYX is a more actively managed with annual turnover of: 34.00 vs. ORTYX (23.00). ORTYX (0) and UTAYX (0) have matching initial minimum investment requirements. UTAYX annual gain was more profitable for investors over the last year : 2.45 vs. ORTYX (1.67). UTAYX return over 5 years is better than : 2.20 vs. ORTYX (0.22).
| ORTYX | UTAYX | ORTYX / UTAYX | |
| Total Expense Ratio | 0.55 | 0.55 | 100% |
| Annual Report Gross Expense Ratio | 0.55 | 0.75 | 73% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 2.416 | 2.965 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 189M | 147% |
| Annual Yield % from dividends | 3.23 | 3.78 | 85% |
| Returns for 1 year | 1.67 | 2.45 | 68% |
| Returns for 3 years | 7.87 | 10.13 | 78% |
| Returns for 5 years | 0.22 | 2.20 | 10% |
| Returns for 10 years | 14.38 | 19.24 | 75% |
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