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DUMSX vs USVAX
DUMSX vs USVAX Comparison
Open Charts DUMSX vs USVAX
Dupree MS Tax-Free Income
Price$10.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.48M
Victory VA Bond
Price$10.06
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets468.01M
DUMSX vs USVAX Comparison Chart
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DUMSX vs. USVAX commentary
Jun 15, 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: 468M vs. DUMSX (4.48M). DUMSX (3.13) and USVAX (3.12) 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 : -0.06 vs. USVAX (-1.06). USVAX return over 5 years is better than : 1.34 vs. DUMSX (-1.91).
| 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 | -0.964 | -2.561 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48M | 468M | 1% |
| Annual Yield % from dividends | 3.13 | 3.12 | 100% |
| Returns for 1 year | -0.06 | -1.06 | 5% |
| Returns for 3 years | 4.80 | 6.95 | 69% |
| Returns for 5 years | -1.91 | 1.34 | -142% |
| Returns for 10 years | 15.77 | 5.73 | 275% |
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