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BVATX vs KYTFX
BVATX vs KYTFX Comparison
Open Charts BVATX vs KYTFX
Sterling Capital VA Interm Tax-Free I
Price$10.89
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets36.78M
Dupree KY Tax-Free Income
Price$6.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets706.68M
BVATX vs KYTFX Comparison Chart
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BVATX vs. KYTFX commentary
Jun 16, 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 BVATX is a Buy and KYTFX is a Hold.
FUNDAMENTALS
Fundamentals
KYTFX has more cash in the bank: 707M vs. BVATX (36.8M). KYTFX pays higher dividends than BVATX: KYTFX (2.97) vs BVATX (2.55). BVATX was incepted earlier than KYTFX: BVATX (26 years) vs KYTFX (46 years). BVATX (0.62) and KYTFX (0.62) have similar cost to investors . BVATX is a more actively managed with annual turnover of: 20.54 vs. KYTFX (14.50). KYTFX has a lower initial minimum investment than BVATX: KYTFX (500) vs BVATX (1000000). BVATX annual gain was more profitable for investors over the last year : 1.07 vs. KYTFX (-0.07). KYTFX return over 5 years is better than : 1.12 vs. BVATX (-1.41).
| BVATX | KYTFX | BVATX / KYTFX | |
| Total Expense Ratio | 0.62 | 0.62 | 100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.62 | 100% |
| Fund Existence | 26 years | 46 years | - |
| Gain YTD | 0.067 | -1.420 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.8M | 707M | 5% |
| Annual Yield % from dividends | 2.55 | 2.97 | 86% |
| Returns for 1 year | 1.07 | -0.07 | -1,523% |
| Returns for 3 years | 5.54 | 6.55 | 85% |
| Returns for 5 years | -1.41 | 1.12 | -125% |
| Returns for 10 years | 13.17 | 17.56 | 75% |
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