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BVATX vs KYTFX
BVATX vs KYTFX Comparison
Open Charts BVATX vs KYTFX
Sterling Capital VA Interm Tax-Free I
Price$10.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets36.04M
Dupree KY Tax-Free Income
Price$7.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets706.95M
BVATX vs KYTFX Comparison Chart in %
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BVATX vs. KYTFX commentary
Jul 06, 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 (36M). KYTFX pays higher dividends than BVATX: KYTFX (3.00) vs BVATX (2.56). 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 : 1.74 vs. KYTFX (0.26). KYTFX return over 5 years is better than : 1.47 vs. BVATX (-0.90).
| 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 | 0.654 | -0.874 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36M | 707M | 5% |
| Annual Yield % from dividends | 2.56 | 3.00 | 85% |
| Returns for 1 year | 1.74 | 0.26 | 673% |
| Returns for 3 years | 5.14 | 5.15 | 100% |
| Returns for 5 years | -0.90 | 1.47 | -61% |
| Returns for 10 years | 13.41 | 18.05 | 74% |
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