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ORTYX vs UTAYX
ORTYX vs UTAYX Comparison
Open Charts ORTYX vs UTAYX
NYLI MacKay Oregon Muni
Price$9.98
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets278.72M
NYLI MacKay Utah Muni
Price$9.40
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets197.96M
ORTYX vs UTAYX Comparison Chart
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ORTYX vs. UTAYX commentary
May 23, 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: 279M vs. UTAYX (198M). UTAYX pays higher dividends than ORTYX: UTAYX (3.47) vs ORTYX (3.08). 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 : 1.31 vs. ORTYX (0.54). UTAYX return over 5 years is better than : -0.44 vs. ORTYX (-2.63).
| 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 | -1.259 | -0.892 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 198M | 141% |
| Annual Yield % from dividends | 3.08 | 3.47 | 89% |
| Returns for 1 year | 0.54 | 1.31 | 41% |
| Returns for 3 years | 4.63 | 5.79 | 80% |
| Returns for 5 years | -2.63 | -0.44 | 593% |
| Returns for 10 years | 10.17 | 15.00 | 68% |
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