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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 Assets4.48M
Victory VA Bond Institutional
Price$10.06
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets468.01M
DUMSX vs UVAIX Comparison Chart
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DUMSX vs. UVAIX 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 UVAIX is a Hold.
FUNDAMENTALS
Fundamentals
UVAIX has more cash in the bank: 468M vs. DUMSX (4.48M). UVAIX (3.16) and DUMSX (3.13) 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 : -0.06 vs. UVAIX (-1.02).
| 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 | -0.964 | -2.549 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48M | 468M | 1% |
| Annual Yield % from dividends | 3.13 | 3.16 | 99% |
| Returns for 1 year | -0.06 | -1.02 | 6% |
| Returns for 3 years | 4.80 | 7.10 | 68% |
| Returns for 5 years | -1.91 | N/A | - |
| Returns for 10 years | 15.77 | N/A | - |
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