Interact to see
Advertisement
Advertisement
DUMSX vs KYTFX
DUMSX vs KYTFX Comparison
Open Charts DUMSX vs KYTFX
Dupree MS Tax-Free Income
Price$10.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.48M
Dupree KY Tax-Free Income
Price$6.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets706.68M
DUMSX vs KYTFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DUMSX vs. KYTFX commentary
Jun 15, 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 (4.48M). DUMSX pays higher dividends than KYTFX: DUMSX (3.13) vs KYTFX (2.97). DUMSX was incepted earlier than KYTFX: DUMSX (25 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 : -0.06 vs. KYTFX (-0.07). KYTFX return over 5 years is better than : 1.12 vs. DUMSX (-1.91).
| DUMSX | KYTFX | DUMSX / KYTFX | |
| Total Expense Ratio | 0.96 | 0.62 | 155% |
| Annual Report Gross Expense Ratio | 0.96 | 0.62 | 155% |
| Fund Existence | 25 years | 46 years | - |
| Gain YTD | -0.964 | -1.420 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48M | 707M | 1% |
| Annual Yield % from dividends | 3.13 | 2.97 | 105% |
| Returns for 1 year | -0.06 | -0.07 | 81% |
| Returns for 3 years | 4.80 | 6.55 | 73% |
| Returns for 5 years | -1.91 | 1.12 | -169% |
| Returns for 10 years | 15.77 | 17.56 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JBATX | 29.45 | -0.23 | -0.77% |
| JHancock Balanced R2 | |||
| GCVCX | 23.13 | -0.26 | -1.11% |
| Goldman Sachs Large Cp Val Insghts C | |||
| FGFRX | 42.14 | -0.55 | -1.29% |
| Federated Hermes Intl Leaders R | |||
| MMBUX | 10.78 | -0.18 | -1.64% |
| MassMutual Select TRP Sm&Mid Cap Blend I | |||
| CUSIX | 12.76 | -0.35 | -2.67% |
| Cullen Small Cap Value I | |||