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DUMSX vs ORTFX
DUMSX vs ORTFX Comparison
Open Charts DUMSX vs ORTFX
Dupree MS Tax-Free Income
Price$10.97
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets4.43M
NYLI MacKay Oregon Muni
Price$10.26
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets277.33M
DUMSX vs ORTFX Comparison Chart in %
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DUMSX vs. ORTFX commentary
Sep 16, 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: 277M vs. DUMSX (4.43M). DUMSX pays higher dividends than ORTFX: DUMSX (3.23) vs ORTFX (3.07). 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 (17.87). DUMSX has a lower initial minimum investment than ORTFX: DUMSX (500) vs ORTFX (1000). ORTFX annual gain was more profitable for investors over the last year : 1.71 vs. DUMSX (1.48). DUMSX return over 5 years is better than : 0.47 vs. ORTFX (-0.34).
| 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 | 2.105 | 2.512 | 84% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43M | 277M | 2% |
| Annual Yield % from dividends | 3.23 | 3.07 | 105% |
| Returns for 1 year | 1.48 | 1.71 | 87% |
| Returns for 3 years | 8.33 | 7.91 | 105% |
| Returns for 5 years | 0.47 | -0.34 | -138% |
| Returns for 10 years | 17.95 | 12.41 | 145% |
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