HTAX yields 4.38% · ORCC yields 9.79%● Live data
📍 HTAX pulled ahead of the other in Year 2
Combined, HTAX + ORCC cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of HTAX + ORCC for your $10,000?
HTAX is an actively managed fund that seeks high current interest income exempt from federal tax by investing primarily in US high-yield municipal bonds. The fund includes debt obligations issued by state and local governments to raise funds for various public purposes. The portfolio holds municipal bonds of various maturities, with a dollar-weighted average effective maturity between 5 and 30 years. The manager adjusts bond maturity to balance the aim of providing high tax-exempt income with capital preservation. The fund's income may vary depending on interest rates and portfolio holdings. It may include various types of municipal bonds, including advance refunded bonds, revenue bonds, general obligation bonds, insured municipal bonds, private activity bonds, municipal leases, and certificates of participation. The fund may concentrate its investments in certain types of bonds or in a certain segment of the municipal bond market as deemed necessary. Effective Dec. 1, 2025, Macquarie in the funds name was replaced with Nomura.
Full HTAX Calculator →Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.
Full ORCC Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.