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DUMSX vs KYTFX
DUMSX vs KYTFX Comparison
Open Charts DUMSX vs KYTFX
Dupree MS Tax-Free Income
Price$10.97
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets4.43M
Dupree KY Tax-Free Income
Price$7.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets686.21M
DUMSX vs KYTFX Comparison Chart in %
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DUMSX vs. KYTFX commentary
Sep 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 DUMSX is a Hold and KYTFX is a Hold.
FUNDAMENTALS
Fundamentals
KYTFX has more cash in the bank: 686M vs. DUMSX (4.43M). DUMSX pays higher dividends than KYTFX: DUMSX (3.23) vs KYTFX (3.06). DUMSX was incepted earlier than KYTFX: DUMSX (26 years) vs KYTFX (46 years). DUMSX (0.96) is less costly to investors than KYTFX (0.62). DUMSX is a more actively managed with annual turnover of: 17.87 vs. KYTFX (14.50). DUMSX (500) and KYTFX (500) have matching initial minimum investment requirements. DUMSX annual gain was more profitable for investors over the last year : 1.39 vs. KYTFX (1.07). KYTFX return over 5 years is better than : 2.45 vs. DUMSX (0.54).
| DUMSX | KYTFX | DUMSX / KYTFX | |
| Total Expense Ratio | 0.96 | 0.62 | 155% |
| Annual Report Gross Expense Ratio | 0.96 | 0.62 | 155% |
| Fund Existence | 26 years | 46 years | - |
| Gain YTD | 2.012 | 1.659 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43M | 686M | 1% |
| Annual Yield % from dividends | 3.23 | 3.06 | 106% |
| Returns for 1 year | 1.39 | 1.07 | 129% |
| Returns for 3 years | 8.13 | 9.66 | 84% |
| Returns for 5 years | 0.54 | 2.45 | 22% |
| Returns for 10 years | 18.43 | 20.71 | 89% |