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ORTYX vs UTAYX
ORTYX vs UTAYX Comparison
Open Charts ORTYX vs UTAYX
ORTYX vs UTAYX Comparison Chart in %
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ORTYX vs. UTAYX commentary
Jun 13, 2026
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: 270M vs. UTAYX (199M). UTAYX pays higher dividends than ORTYX: UTAYX (3.82) vs ORTYX (3.23). ORTYX was incepted earlier than UTAYX: ORTYX (30 years) vs UTAYX (30 years). UTAYX (0.58) is less costly to investors than ORTYX (0.54). UTAYX is a more actively managed with annual turnover of: 74.00 vs. ORTYX (64.00). ORTYX (1000000) and UTAYX (1000000) have matching initial minimum investment requirements. UTAYX annual gain was more profitable for investors over the last year : 7.02 vs. ORTYX (6.19). UTAYX return over 5 years is better than : 4.36 vs. ORTYX (2.84).
| ORTYX | UTAYX | ORTYX / UTAYX | |
| Total Expense Ratio | 0.54 | 0.55 | 98% |
| Annual Report Gross Expense Ratio | 0.54 | 0.58 | 93% |
| Fund Existence | 30 years | 30 years | - |
| Gain YTD | 1.262 | 1.811 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 199M | 136% |
| Annual Yield % from dividends | 3.23 | 3.82 | 84% |
| Returns for 1 year | 6.19 | 7.02 | 88% |
| Returns for 3 years | 9.16 | 11.53 | 79% |
| Returns for 5 years | 2.84 | 4.36 | 65% |
| Returns for 10 years | 14.13 | 19.04 | 74% |
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