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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 Assets37.1M
Dupree KY Tax-Free Income
Price$6.96
Change-$0.02 (-0.29%)
VolumeN/A
Net Assets717.07M
BVAAX vs KYTFX Comparison Chart
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BVAAX vs. KYTFX commentary
May 23, 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: 717M vs. BVAAX (37.1M). KYTFX pays higher dividends than BVAAX: KYTFX (2.93) vs BVAAX (2.29). 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). BVAAX annual gain was more profitable for investors over the last year : 1.07 vs. KYTFX (-0.11). KYTFX return over 5 years is better than : 0.79 vs. BVAAX (-3.13).
| 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 | -0.600 | -1.964 | 31% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 717M | 5% |
| Annual Yield % from dividends | 2.29 | 2.93 | 78% |
| Returns for 1 year | 1.07 | -0.11 | -1,014% |
| Returns for 3 years | 4.58 | 5.29 | 86% |
| Returns for 5 years | -3.13 | 0.79 | -396% |
| Returns for 10 years | 9.85 | 17.39 | 57% |
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