Ad is loading...
ORTYX vs WTCOX
ORTYX vs WTCOX Comparison
Open Charts ORTYX vs WTCOX
NYLI MacKay Oregon Muni
Price$10.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill ColoradoTaxFr Ret
Price$10.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ORTYX vs WTCOX Comparison Chart
Loading...
ORTYX vs. WTCOX commentary
Oct 18, 2024
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 WTCOX is a Hold.
FUNDAMENTALS
Fundamentals
ORTYX (336M) and WTCOX (332M) have equal amount of cash in the bank . WTCOX pays higher dividends than ORTYX: WTCOX (3.23) vs ORTYX (2.16). ORTYX was incepted earlier than WTCOX: ORTYX (29 years) vs WTCOX (33 years). WTCOX is a more actively managed with annual turnover of: 48.00 vs. ORTYX (12.00). ORTYX has a lower initial minimum investment than WTCOX: ORTYX (0) vs WTCOX (2500). WTCOX annual gain was more profitable for investors over the last year : 9.54 vs. ORTYX (6.12). WTCOX return over 5 years is better than : 3.44 vs. ORTYX (2.33).
| ORTYX | WTCOX | ORTYX / WTCOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 0.880 | 2.564 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 332M | 101% |
| Annual Yield % from dividends | 2.16 | 3.23 | 67% |
| Returns for 1 year | 6.12 | 9.54 | 64% |
| Returns for 3 years | -1.45 | -2.87 | 51% |
| Returns for 5 years | 2.33 | 3.44 | 68% |
| Returns for 10 years | 11.62 | 19.99 | 58% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PBAKX | 14.59 | 0.10 | +0.69% |
| BlackRock Tactical Opportunities K | |||
| NSCAX | 60.96 | 0.17 | +0.28% |
| Nuveen Small-Cap Value Opps A | |||
| SHDRX | 11.41 | 0.01 | +0.09% |
| American Beacon Shapiro SMID Cap Eq R6 | |||
| LCEVX | 19.73 | -0.01 | -0.05% |
| Invesco Diversified Dividend C | |||
| PQNAX | 27.16 | -0.19 | -0.69% |
| Virtus NFJ Mid-Cap Value A | |||