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DUMSX vs ORTFX
DUMSX vs ORTFX Comparison
Open Charts DUMSX vs ORTFX
Dupree MS Tax-Free Income
Price$11.13
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
NYLI MacKay Oregon Muni
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DUMSX vs ORTFX Comparison Chart
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DUMSX vs. ORTFX commentary
Oct 18, 2024
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 ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 336M vs. DUMSX (5.38M). DUMSX pays higher dividends than ORTFX: DUMSX (2.58) vs ORTFX (2.01). DUMSX was incepted earlier than ORTFX: DUMSX (25 years) vs ORTFX (38 years). DUMSX is a more actively managed with annual turnover of: 22.86 vs. ORTFX (12.00). DUMSX has a lower initial minimum investment than ORTFX: DUMSX (500) vs ORTFX (1000). DUMSX annual gain was more profitable for investors over the last year : 7.53 vs. ORTFX (5.96). DUMSX return over 5 years is better than : 2.31 vs. ORTFX (1.57).
| DUMSX | ORTFX | DUMSX / ORTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 38 years | - |
| Gain YTD | 1.019 | 0.861 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.38M | 336M | 2% |
| Annual Yield % from dividends | 2.58 | 2.01 | 128% |
| Returns for 1 year | 7.53 | 5.96 | 126% |
| Returns for 3 years | -2.38 | -1.89 | 126% |
| Returns for 5 years | 2.31 | 1.57 | 147% |
| Returns for 10 years | 18.25 | 10.11 | 180% |
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