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ORTYX vs UTAYX
ORTYX vs UTAYX Comparison
Open Charts ORTYX vs UTAYX
NYLI MacKay Oregon Muni
Price$10.28
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets278.32M
NYLI MacKay Utah Muni
Price$9.69
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets190.82M
ORTYX vs UTAYX Comparison Chart in %
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ORTYX vs. UTAYX commentary
Oct 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: 278M vs. UTAYX (191M). UTAYX pays higher dividends than ORTYX: UTAYX (3.74) vs ORTYX (3.17). ORTYX was incepted earlier than UTAYX: ORTYX (30 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 (1000000) and UTAYX (1000000) have matching initial minimum investment requirements. UTAYX annual gain was more profitable for investors over the last year : 3.53 vs. ORTYX (2.66). UTAYX return over 5 years is better than : 3.36 vs. ORTYX (1.27).
| 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 | 29 years | - |
| Gain YTD | 3.090 | 3.833 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 191M | 146% |
| Annual Yield % from dividends | 3.17 | 3.74 | 85% |
| Returns for 1 year | 2.66 | 3.53 | 75% |
| Returns for 3 years | 10.24 | 12.49 | 82% |
| Returns for 5 years | 1.27 | 3.36 | 38% |
| Returns for 10 years | 14.21 | 19.67 | 72% |
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