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DUMSX vs KYTFX
DUMSX vs KYTFX Comparison
Open Charts DUMSX vs KYTFX
Dupree MS Tax-Free Income
Price$11.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.37M
Dupree KY Tax-Free Income
Price$7.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets707.32M
DUMSX vs KYTFX Comparison Chart in %
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DUMSX vs. KYTFX commentary
Dec 02, 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: 707M vs. DUMSX (4.37M). DUMSX (3.17) and KYTFX (3.02) have matching dividends . 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). KYTFX is a more actively managed with annual turnover of: 18.92 vs. DUMSX (10.08). DUMSX (500) and KYTFX (500) have matching initial minimum investment requirements. DUMSX annual gain was more profitable for investors over the last year : 2.71 vs. KYTFX (2.54). KYTFX return over 5 years is better than : 3.33 vs. DUMSX (1.23).
| 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 | 3.587 | 3.618 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.37M | 707M | 1% |
| Annual Yield % from dividends | 3.17 | 3.02 | 105% |
| Returns for 1 year | 2.71 | 2.54 | 106% |
| Returns for 3 years | 8.96 | 10.67 | 84% |
| Returns for 5 years | 1.23 | 3.33 | 37% |
| Returns for 10 years | 17.88 | 20.83 | 86% |
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