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ORTYX vs UTAYX
ORTYX vs UTAYX Comparison
Open Charts ORTYX vs UTAYX
NYLI MacKay Oregon Muni
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets275.04M
NYLI MacKay Utah Muni
Price$9.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets194.43M
ORTYX vs UTAYX Comparison Chart in %
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ORTYX vs. UTAYX commentary
Nov 26, 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: 275M vs. UTAYX (194M). UTAYX pays higher dividends than ORTYX: UTAYX (3.73) vs ORTYX (3.14). ORTYX was incepted earlier than UTAYX: ORTYX (30 years) vs UTAYX (30 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 (1000000) and UTAYX (1000000) have matching initial minimum investment requirements. UTAYX annual gain was more profitable for investors over the last year : 3.97 vs. ORTYX (3.25). UTAYX return over 5 years is better than : 2.94 vs. ORTYX (1.06).
| ORTYX | UTAYX | ORTYX / UTAYX | |
| Total Expense Ratio | 0.55 | 0.55 | 100% |
| Annual Report Gross Expense Ratio | 0.55 | 0.75 | 73% |
| Fund Existence | 30 years | 30 years | - |
| Gain YTD | 3.573 | 4.286 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 194M | 142% |
| Annual Yield % from dividends | 3.14 | 3.73 | 84% |
| Returns for 1 year | 3.25 | 3.97 | 82% |
| Returns for 3 years | 8.95 | 10.99 | 81% |
| Returns for 5 years | 1.06 | 2.94 | 36% |
| Returns for 10 years | 14.84 | 20.19 | 74% |
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