Interact to see
Advertisement
Advertisement
BVATX vs KYTFX
BVATX vs KYTFX Comparison
Open Charts BVATX vs KYTFX
Sterling Capital VA Interm Tax-Free I
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
BVATX vs KYTFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVATX 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 BVATX is a Buy and KYTFX is a Hold.
FUNDAMENTALS
Fundamentals
KYTFX has more cash in the bank: 717M vs. BVATX (37.1M). KYTFX pays higher dividends than BVATX: KYTFX (2.93) vs BVATX (2.54). 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 : 1.33 vs. KYTFX (-0.11). KYTFX return over 5 years is better than : 0.79 vs. BVATX (-1.91).
| 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 | -0.518 | -1.964 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 717M | 5% |
| Annual Yield % from dividends | 2.54 | 2.93 | 87% |
| Returns for 1 year | 1.33 | -0.11 | -1,253% |
| Returns for 3 years | 5.37 | 5.29 | 101% |
| Returns for 5 years | -1.91 | 0.79 | -241% |
| Returns for 10 years | 12.64 | 17.39 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement