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GWMZX vs ORNAX
GWMZX vs ORNAX Comparison
Open Charts GWMZX vs ORNAX
AMG GW&K Municipal Enhanced Yield Z
Price$8.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets159.04M
Invesco Rochester® Municipal Opps A
Price$6.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.63B
GWMZX vs ORNAX Comparison Chart in %
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GWMZX vs. ORNAX commentary
Dec 29, 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 GWMZX is a Hold and ORNAX is a Hold.
FUNDAMENTALS
Fundamentals
ORNAX has more cash in the bank: 8.63B vs. GWMZX (159M). ORNAX pays higher dividends than GWMZX: ORNAX (5.37) vs GWMZX (3.69). GWMZX was incepted earlier than ORNAX: GWMZX (9 years) vs ORNAX (32 years). ORNAX (1.17) is less costly to investors than GWMZX (0.69). GWMZX is a more actively managed with annual turnover of: 32.00 vs. ORNAX (25.00). ORNAX has a lower initial minimum investment than GWMZX: ORNAX (1000) vs GWMZX (5000000). GWMZX annual gain was more profitable for investors over the last year : 2.14 vs. ORNAX (1.06). ORNAX return over 5 years is better than : 4.43 vs. GWMZX (-5.38).
| GWMZX | ORNAX | GWMZX / ORNAX | |
| Total Expense Ratio | 0.59 | 1.17 | 50% |
| Annual Report Gross Expense Ratio | 0.69 | 1.17 | 59% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 1.675 | 0.326 | 514% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 8.63B | 2% |
| Annual Yield % from dividends | 3.69 | 5.37 | 69% |
| Returns for 1 year | 2.14 | 1.06 | 202% |
| Returns for 3 years | 15.26 | 13.37 | 114% |
| Returns for 5 years | -5.38 | 4.43 | -121% |
| Returns for 10 years | N/A | 37.46 | - |
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