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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 Assets4.33M
Dupree KY Tax-Free Income
Price$6.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets698.75M
DUMSX vs KYTFX Comparison Chart in %
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DUMSX vs. KYTFX commentary
Aug 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: 699M vs. DUMSX (4.33M). DUMSX pays higher dividends than KYTFX: DUMSX (3.23) vs KYTFX (3.05). 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 : -0.50 vs. KYTFX (-0.82). KYTFX return over 5 years is better than : -0.65 vs. DUMSX (-2.52).
| 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 | -0.408 | -0.887 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33M | 699M | 1% |
| Annual Yield % from dividends | 3.23 | 3.05 | 106% |
| Returns for 1 year | -0.50 | -0.82 | 61% |
| Returns for 3 years | 2.59 | 3.63 | 72% |
| Returns for 5 years | -2.52 | -0.65 | 385% |
| Returns for 10 years | 15.34 | 17.26 | 89% |
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