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ORTYX vs UTAYX
ORTYX vs UTAYX Comparison
Open Charts ORTYX vs UTAYX
NYLI MacKay Oregon Muni
Price$10.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.73M
NYLI MacKay Utah Muni
Price$9.46
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets186.91M
ORTYX vs UTAYX Comparison Chart in %
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ORTYX vs. UTAYX commentary
Aug 05, 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: 274M vs. UTAYX (187M). UTAYX pays higher dividends than ORTYX: UTAYX (3.78) vs ORTYX (3.25). 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 : 0.70 vs. ORTYX (-0.03). UTAYX return over 5 years is better than : -0.72 vs. ORTYX (-2.47).
| 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 | 0.235 | 0.599 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 187M | 147% |
| Annual Yield % from dividends | 3.25 | 3.78 | 86% |
| Returns for 1 year | -0.03 | 0.70 | -5% |
| Returns for 3 years | 3.12 | 4.21 | 74% |
| Returns for 5 years | -2.47 | -0.72 | 342% |
| Returns for 10 years | 11.64 | 16.50 | 71% |
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