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DUMSX vs KYTFX
DUMSX vs KYTFX Comparison
Open Charts DUMSX vs KYTFX
Dupree MS Tax-Free Income
Price$10.74
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets4.78M
Dupree KY Tax-Free Income
Price$6.98
Change-$0.02 (-0.29%)
VolumeN/A
Net Assets721.47M
DUMSX vs KYTFX Comparison Chart
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DUMSX vs. KYTFX commentary
May 22, 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: 721M vs. DUMSX (4.78M). DUMSX (3.07) and KYTFX (2.93) have matching dividends . 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 : 0.17 vs. KYTFX (0.04). KYTFX return over 5 years is better than : 1.08 vs. DUMSX (-1.81).
| 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 | -1.148 | -1.682 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78M | 721M | 1% |
| Annual Yield % from dividends | 3.07 | 2.93 | 105% |
| Returns for 1 year | 0.17 | 0.04 | 404% |
| Returns for 3 years | 4.43 | 5.74 | 77% |
| Returns for 5 years | -1.81 | 1.08 | -167% |
| Returns for 10 years | 16.14 | 17.73 | 91% |
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