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DUMSX vs UVABX
DUMSX vs UVABX Comparison
Open Charts DUMSX vs UVABX
Dupree MS Tax-Free Income
Price$10.74
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets4.78M
Victory VA Bond
Price$10.07
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets470.63M
DUMSX vs UVABX Comparison Chart
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DUMSX vs. UVABX 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 UVABX is a Hold.
FUNDAMENTALS
Fundamentals
UVABX has more cash in the bank: 471M vs. DUMSX (4.78M). DUMSX pays higher dividends than UVABX: DUMSX (3.07) vs UVABX (2.85). DUMSX was incepted earlier than UVABX: DUMSX (25 years) vs UVABX (15 years). DUMSX (0.96) is less costly to investors than UVABX (0.87). DUMSX is a more actively managed with annual turnover of: 17.87 vs. UVABX (6.00). DUMSX has a lower initial minimum investment than UVABX: DUMSX (500) vs UVABX (2500). DUMSX annual gain was more profitable for investors over the last year : 0.17 vs. UVABX (-0.26). UVABX return over 5 years is better than : 1.20 vs. DUMSX (-1.81).
| DUMSX | UVABX | DUMSX / UVABX | |
| Total Expense Ratio | 0.96 | 0.80 | 120% |
| Annual Report Gross Expense Ratio | 0.96 | 0.87 | 110% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | -1.148 | -2.431 | 47% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 500 | 2500 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78M | 471M | 1% |
| Annual Yield % from dividends | 3.07 | 2.85 | 108% |
| Returns for 1 year | 0.17 | -0.26 | -65% |
| Returns for 3 years | 4.43 | 5.77 | 77% |
| Returns for 5 years | -1.81 | 1.20 | -151% |
| Returns for 10 years | 16.14 | 4.48 | 361% |
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