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DUMSX vs USVAX
DUMSX vs USVAX Comparison
Open Charts DUMSX vs USVAX
Dupree MS Tax-Free Income
Price$11.13
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory VA Bond
Price$10.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DUMSX vs USVAX Comparison Chart
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DUMSX vs. USVAX 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 USVAX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX has more cash in the bank: 527M vs. DUMSX (5.38M). USVAX pays higher dividends than DUMSX: USVAX (3.09) vs DUMSX (2.58). DUMSX was incepted earlier than USVAX: DUMSX (25 years) vs USVAX (34 years). DUMSX is a more actively managed with annual turnover of: 22.86 vs. USVAX (14.00). DUMSX has a lower initial minimum investment than USVAX: DUMSX (500) vs USVAX (3000). USVAX annual gain was more profitable for investors over the last year : 13.73 vs. DUMSX (7.53). USVAX return over 5 years is better than : 5.62 vs. DUMSX (2.31).
| DUMSX | USVAX | DUMSX / USVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 1.019 | 2.655 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.38M | 527M | 1% |
| Annual Yield % from dividends | 2.58 | 3.09 | 83% |
| Returns for 1 year | 7.53 | 13.73 | 55% |
| Returns for 3 years | -2.38 | -0.48 | 495% |
| Returns for 5 years | 2.31 | 5.62 | 41% |
| Returns for 10 years | 18.25 | 6.79 | 269% |
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