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BVATX vs KYTFX
BVATX vs KYTFX Comparison
Open Charts BVATX vs KYTFX
Sterling Capital VA Interm Tax-Free I
Price$10.84
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
BVATX vs KYTFX Comparison Chart
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BVATX 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 BVATX is a Buy and KYTFX is a Hold.
FUNDAMENTALS
Fundamentals
KYTFX has more cash in the bank: 693M vs. BVATX (40.1M). KYTFX pays higher dividends than BVATX: KYTFX (2.87) vs BVATX (2.52). 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 : 0.94 vs. KYTFX (0.86). KYTFX return over 5 years is better than : 3.91 vs. BVATX (0.58).
| 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 | -0.915 | -1.371 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1M | 693M | 6% |
| Annual Yield % from dividends | 2.52 | 2.87 | 88% |
| Returns for 1 year | 0.94 | 0.86 | 109% |
| Returns for 3 years | 4.47 | 4.47 | 100% |
| Returns for 5 years | 0.58 | 3.91 | 15% |
| Returns for 10 years | 11.34 | 17.35 | 65% |
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