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DUMSX vs USVAX
DUMSX vs USVAX Comparison
Open Charts DUMSX vs USVAX
Dupree MS Tax-Free Income
Price$10.74
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets4.78M
Victory VA Bond
Price$10.08
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets470.63M
DUMSX vs USVAX Comparison Chart
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DUMSX vs. USVAX commentary
May 22, 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 USVAX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX has more cash in the bank: 471M vs. DUMSX (4.78M). USVAX (3.09) and DUMSX (3.07) have matching dividends . DUMSX was incepted earlier than USVAX: DUMSX (25 years) vs USVAX (35 years). DUMSX (0.96) is less costly to investors than USVAX (0.59). DUMSX is a more actively managed with annual turnover of: 17.87 vs. USVAX (6.00). DUMSX has a lower initial minimum investment than USVAX: DUMSX (500) vs USVAX (3000). DUMSX annual gain was more profitable for investors over the last year : 0.17 vs. USVAX (0.07). USVAX return over 5 years is better than : 2.49 vs. DUMSX (-1.81).
| DUMSX | USVAX | DUMSX / USVAX | |
| Total Expense Ratio | 0.96 | 0.58 | 166% |
| Annual Report Gross Expense Ratio | 0.96 | 0.59 | 163% |
| Fund Existence | 25 years | 35 years | - |
| Gain YTD | -1.148 | -2.352 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78M | 471M | 1% |
| Annual Yield % from dividends | 3.07 | 3.09 | 99% |
| Returns for 1 year | 0.17 | 0.07 | 233% |
| Returns for 3 years | 4.43 | 6.49 | 68% |
| Returns for 5 years | -1.81 | 2.49 | -73% |
| Returns for 10 years | 16.14 | 6.05 | 267% |
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