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DUMSX vs ORTFX
DUMSX vs ORTFX Comparison
Open Charts DUMSX vs ORTFX
Dupree MS Tax-Free Income
Price$11.02
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets4.47M
NYLI MacKay Oregon Muni
Price$10.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets279.23M
DUMSX vs ORTFX Comparison Chart in %
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DUMSX vs. ORTFX 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 ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 279M vs. DUMSX (4.48M). DUMSX (3.17) and ORTFX (3.02) have matching dividends . DUMSX was incepted earlier than ORTFX: DUMSX (26 years) vs ORTFX (39 years). DUMSX (0.96) is less costly to investors than ORTFX (0.71). ORTFX is a more actively managed with annual turnover of: 23.00 vs. DUMSX (10.08). DUMSX has a lower initial minimum investment than ORTFX: DUMSX (500) vs ORTFX (1000). DUMSX (2.51) and ORTFX (2.40) have marching annual gain over last year. DUMSX return over 5 years is better than : 1.67 vs. ORTFX (0.32).
| DUMSX | ORTFX | DUMSX / ORTFX | |
| Total Expense Ratio | 0.96 | 0.71 | 135% |
| Annual Report Gross Expense Ratio | 0.96 | 0.71 | 135% |
| Fund Existence | 26 years | 39 years | - |
| Gain YTD | 2.841 | 2.873 | 99% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48M | 279M | 2% |
| Annual Yield % from dividends | 3.17 | 3.02 | 105% |
| Returns for 1 year | 2.51 | 2.40 | 105% |
| Returns for 3 years | 10.40 | 9.63 | 108% |
| Returns for 5 years | 1.67 | 0.32 | 522% |
| Returns for 10 years | 18.11 | 12.30 | 147% |
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