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DUMSX vs KYTFX
DUMSX vs KYTFX Comparison
Open Charts DUMSX vs KYTFX
Dupree MS Tax-Free Income
Price$11.02
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets4.47M
Dupree KY Tax-Free Income
Price$7.18
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets684.98M
DUMSX vs KYTFX Comparison Chart in %
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DUMSX vs. KYTFX commentary
Oct 14, 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: 685M vs. DUMSX (4.48M). DUMSX pays higher dividends than KYTFX: DUMSX (3.17) vs KYTFX (3.01). 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 : 2.33 vs. KYTFX (1.95). KYTFX return over 5 years is better than : 3.46 vs. DUMSX (1.67).
| 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 | 2.841 | 2.491 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48M | 685M | 1% |
| Annual Yield % from dividends | 3.17 | 3.01 | 105% |
| Returns for 1 year | 2.33 | 1.95 | 119% |
| Returns for 3 years | 10.40 | 12.08 | 86% |
| Returns for 5 years | 1.67 | 3.46 | 48% |
| Returns for 10 years | 18.21 | 20.60 | 88% |
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