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DUMSX vs UVAIX
DUMSX vs UVAIX Comparison
Open Charts DUMSX vs UVAIX
Dupree MS Tax-Free Income
Price$10.74
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets4.78M
Victory VA Bond Institutional
Price$10.08
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets470.63M
DUMSX vs UVAIX Comparison Chart
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DUMSX vs. UVAIX 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 UVAIX is a Hold.
FUNDAMENTALS
Fundamentals
UVAIX has more cash in the bank: 471M vs. DUMSX (4.78M). UVAIX (3.13) and DUMSX (3.07) have matching dividends . DUMSX was incepted earlier than UVAIX: DUMSX (25 years) vs UVAIX (5 years). DUMSX (0.96) is less costly to investors than UVAIX (0.59). 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 : 0.17 vs. UVAIX (0.11).
| DUMSX | UVAIX | DUMSX / UVAIX | |
| Total Expense Ratio | 0.96 | 0.52 | 185% |
| Annual Report Gross Expense Ratio | 0.96 | 0.59 | 163% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -1.148 | -2.346 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78M | 471M | 1% |
| Annual Yield % from dividends | 3.07 | 3.13 | 98% |
| Returns for 1 year | 0.17 | 0.11 | 152% |
| Returns for 3 years | 4.43 | 6.64 | 67% |
| Returns for 5 years | -1.81 | N/A | - |
| Returns for 10 years | 16.14 | N/A | - |
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