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BVAAX vs KYTFX
BVAAX vs KYTFX Comparison
Open Charts BVAAX vs KYTFX
Sterling Capital VA Interm Tax-Free A
Price$10.84
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets40.14M
Dupree KY Tax-Free Income
Price$7.02
Change+$0.04 (+0.57%)
VolumeN/A
Net Assets693.34M
BVAAX vs KYTFX Comparison Chart
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BVAAX vs. KYTFX commentary
Apr 30, 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 BVAAX is a Buy and KYTFX is a Hold.
FUNDAMENTALS
Fundamentals
KYTFX has more cash in the bank: 693M vs. BVAAX (40.1M). KYTFX pays higher dividends than BVAAX: KYTFX (2.87) vs BVAAX (2.26). BVAAX was incepted earlier than KYTFX: BVAAX (26 years) vs KYTFX (46 years). BVAAX (0.87) is less costly to investors than KYTFX (0.62). BVAAX is a more actively managed with annual turnover of: 20.54 vs. KYTFX (14.50). KYTFX has a lower initial minimum investment than BVAAX: KYTFX (500) vs BVAAX (1000). KYTFX annual gain was more profitable for investors over the last year : 0.86 vs. BVAAX (0.69). KYTFX return over 5 years is better than : 3.91 vs. BVAAX (-0.65).
| BVAAX | KYTFX | BVAAX / KYTFX | |
| Total Expense Ratio | 0.87 | 0.62 | 140% |
| Annual Report Gross Expense Ratio | 0.87 | 0.62 | 140% |
| Fund Existence | 26 years | 46 years | - |
| Gain YTD | -0.977 | -1.371 | 71% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1M | 693M | 6% |
| Annual Yield % from dividends | 2.26 | 2.87 | 79% |
| Returns for 1 year | 0.69 | 0.86 | 80% |
| Returns for 3 years | 3.62 | 4.47 | 81% |
| Returns for 5 years | -0.65 | 3.91 | -17% |
| Returns for 10 years | 8.61 | 17.35 | 50% |
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