Interact to see
Advertisement
Advertisement
DUMSX vs UVAIX
DUMSX vs UVAIX Comparison
Open Charts DUMSX vs UVAIX
Dupree MS Tax-Free Income
Price$10.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.33M
Victory VA Bond Institutional
Price$10.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets458.56M
DUMSX vs UVAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DUMSX vs. UVAIX commentary
Aug 14, 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 UVAIX is a Hold.
FUNDAMENTALS
Fundamentals
UVAIX has more cash in the bank: 459M vs. DUMSX (4.33M). UVAIX (3.26) and DUMSX (3.23) have matching dividends . DUMSX was incepted earlier than UVAIX: DUMSX (26 years) vs UVAIX (5 years). DUMSX (0.96) is less costly to investors than UVAIX (0.61). DUMSX is a more actively managed with annual turnover of: 17.87 vs. UVAIX (6.00). DUMSX has a lower initial minimum investment than UVAIX: DUMSX (500) vs UVAIX (1000000). DUMSX annual gain was more profitable for investors over the last year : -0.50 vs. UVAIX (-2.27). UVAIX return over 5 years is better than : -0.79 vs. DUMSX (-2.52).
| DUMSX | UVAIX | DUMSX / UVAIX | |
| Total Expense Ratio | 0.96 | 0.53 | 181% |
| Annual Report Gross Expense Ratio | 0.96 | 0.61 | 157% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | -0.408 | -2.290 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33M | 459M | 1% |
| Annual Yield % from dividends | 3.23 | 3.26 | 99% |
| Returns for 1 year | -0.50 | -2.27 | 22% |
| Returns for 3 years | 2.59 | 3.48 | 75% |
| Returns for 5 years | -2.52 | -0.79 | 320% |
| Returns for 10 years | 15.34 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement